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Livermore
Livermore
ZHEN

Quantum Financial Advisors, LLC

SEC CIK
0001929139
Latest filing
Jul 8, 2026

PEP holding history

PepsiCo Inc in every 13F filed by Quantum 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 (Q2 2026)
4,613
Value
$624.6K
% of portfolio
0.1%
Quarters held
17
Since Q2 2022
Holdings of PEP by Quantum Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,613$624.6K0.1%+27+0.6%AddedHolders
Q1 20264,586$712.2K0.1%−32−0.7%ReducedHolders
Q4 20254,618$662.8K0.1%+1,055+29.6%AddedHolders
Q3 20253,563$500.5K0.1%+188+5.6%AddedHolders
Q2 20253,375$445.6K0.1%−113−3.2%ReducedHolders
Q1 20253,488$523.0K0.1%+1,764+102.3%AddedHolders
Q4 20241,724$262.1K<0.1%−2,126−55.2%ReducedHolders
Q3 20243,850$654.7K0.1%+293+8.2%AddedHolders
Q2 20243,557$586.6K0.1%+40+1.1%AddedHolders
Q1 20243,517$615.5K0.1%+747+27.0%AddedHolders
Q4 20232,770$470.5K0.1%−21−0.8%ReducedHolders
Q3 20232,791$473.0K0.1%00.0%UnchangedHolders
Q2 20232,791$517.0K0.2%00.0%UnchangedHolders
Q1 20232,791$508.9K0.2%00.0%UnchangedHolders
Q4 20222,791$504.3K0.2%+134+5.0%AddedHolders
Q3 20222,657$434.0K0.2%+228+9.4%AddedHolders
Q2 20222,429$427.0K0.2%–No prior filingHolders