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West Financial Advisors, LLC

SEC CIK
0001843684
Latest filing
Jul 8, 2026

PEP holding history

PepsiCo Inc in every 13F filed by West Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PEP overviewAll 13F holders of PEPFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of PEP by West Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−40−100.0%Sold outHolders
Q4 202540$5.74K<0.1%+40NewHolders
Q1 20250$00.0%−1−100.0%Sold outHolders
Q4 20241$153<0.1%+1NewHolders
Q4 20230$00.0%−41−100.0%Sold outHolders
Q3 202341$6.95K<0.1%+41NewHolders
Q4 20220$00.0%−595−100.0%Sold outHolders
Q3 2022595$97.0K<0.1%00.0%UnchangedHolders
Q2 2022595$99.0K<0.1%00.0%UnchangedHolders
Q1 2022595$100.0K<0.1%−30−4.8%ReducedHolders
Q4 2021625$109.0K<0.1%00.0%UnchangedHolders
Q3 2021625$94.0K<0.1%00.0%UnchangedHolders
Q2 2021625$93.0K<0.1%00.0%UnchangedHolders
Q1 2021625$88.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.