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Livermore
Livermore
ZHEN

Wealth Effects LLC

SEC CIK
0001907254
Latest filing
Aug 6, 2026

PEP holding history

PepsiCo Inc in every 13F filed by Wealth Effects 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 2026)
1,534
Value
$207.7K
% of portfolio
0.1%
Quarters held
17
Since Q4 2021
Holdings of PEP by Wealth Effects LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,534$207.7K0.1%+66+4.5%AddedHolders
Q1 20261,468$228.0K0.1%+25+1.7%AddedHolders
Q4 20251,443$207.1K0.1%+1,443NewHolders
Q3 20250$00.0%−1,958−100.0%Sold outHolders
Q2 20251,958$258.5K0.1%+1,958NewHolders
Q1 20250$00.0%−3,094−100.0%Sold outHolders
Q4 20243,094$470.4K0.2%−222−6.7%ReducedHolders
Q3 20243,316$563.8K0.2%−118−3.4%ReducedHolders
Q2 20243,434$566.3K0.2%+51+1.5%AddedHolders
Q1 20243,383$592.1K0.2%−200−5.6%ReducedHolders
Q4 20233,583$608.6K0.2%−43−1.2%ReducedHolders
Q3 20233,626$614.5K0.3%+25+0.7%AddedHolders
Q2 20233,601$667.0K0.3%−126−3.4%ReducedHolders
Q1 20233,727$679.5K0.3%−150−3.9%ReducedHolders
Q4 20223,877$700.4K0.4%+385+11.0%AddedHolders
Q3 20223,492$570.0K0.3%00.0%UnchangedHolders
Q2 20223,492$582.0K0.4%+150+4.5%AddedHolders
Q1 20223,342$559.0K0.3%00.0%UnchangedHolders
Q4 20213,342$581.0K0.2%–No prior filingHolders