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Amplius Wealth Advisors, LLC

SEC CIK
0001900584
Latest filing
Jul 17, 2026

PEP holding history

PepsiCo Inc in every 13F filed by Amplius Wealth 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 (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q4 2021
Holdings of PEP by Amplius Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−1,347−100.0%Sold outHolders
Q1 20251,347$202.0K<0.1%−28−2.0%ReducedHolders
Q4 20241,375$209.1K<0.1%−24−1.7%ReducedHolders
Q3 20241,399$237.9K<0.1%−82−5.5%ReducedHolders
Q2 20241,481$244.3K<0.1%−692−31.8%ReducedHolders
Q1 20242,173$380.3K<0.1%−68−3.0%ReducedHolders
Q4 20232,241$380.6K<0.1%+60+2.8%AddedHolders
Q3 20232,181$369.5K<0.1%−50−2.2%ReducedHolders
Q2 20232,231$413.2K0.1%−66−2.9%ReducedHolders
Q1 20232,297$418.7K0.1%+926+67.5%AddedHolders
Q4 20221,371$247.7K<0.1%+1,371NewHolders
Q1 20220$00.0%−796−100.0%Sold outHolders
Q4 2021796$138.0K<0.1%–No prior filingHolders