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Livermore
Livermore
ZHEN

Vance Wealth, Inc.

SEC CIK
0001910854
Latest filing
Aug 14, 2026

PEP holding history

PepsiCo Inc in every 13F filed by Vance Wealth, Inc., 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)
2,158
Value
$292.2K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of PEP by Vance Wealth, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,158$292.2K0.1%+110+5.4%AddedHolders
Q1 20262,048$318.0K0.1%+302+17.3%AddedHolders
Q4 20251,746$253.1K0.1%+44+2.6%AddedHolders
Q3 20251,702$239.0K0.1%−52−3.0%ReducedHolders
Q2 20251,754$231.6K0.1%+8+0.5%AddedHolders
Q1 20251,746$261.8K0.1%−75−4.1%ReducedHolders
Q4 20241,821$276.9K0.1%+14+0.8%AddedHolders
Q3 20241,807$307.3K0.1%−24−1.3%ReducedHolders
Q2 20241,831$302.0K0.1%−54−2.9%ReducedHolders
Q1 20241,885$329.9K0.1%+73+4.0%AddedHolders
Q4 20231,812$307.8K0.1%+202+12.5%AddedHolders
Q3 20231,610$272.8K0.1%00.0%UnchangedHolders
Q2 20231,610$298.2K0.1%00.0%UnchangedHolders
Q1 20231,610$293.5K0.2%+75+4.9%AddedHolders
Q4 20221,535$277.3K0.2%00.0%UnchangedHolders
Q3 20221,535$251.0K0.2%+126+8.9%AddedHolders
Q2 20221,409$235.0K0.2%+9+0.6%AddedHolders
Q1 20221,400$234.0K0.3%00.0%UnchangedHolders
Q4 20211,400$243.0K0.2%–No prior filingHolders