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Livermore
Livermore
ZHEN

Forza Wealth Management, LLC

SEC CIK
0001963030
Latest filing
Jul 17, 2026

PEP holding history

PepsiCo Inc in every 13F filed by Forza Wealth Management, 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)
4,175
Value
$565.3K
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of PEP by Forza Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,175$565.3K0.2%00.0%UnchangedHolders
Q1 20264,175$648.3K0.2%00.0%UnchangedHolders
Q4 20254,175$599.2K0.2%−1,669−28.6%ReducedHolders
Q3 20255,844$820.7K0.3%00.0%UnchangedHolders
Q2 20255,844$771.6K0.3%−110−1.8%ReducedHolders
Q1 20255,954$892.7K0.4%00.0%UnchangedHolders
Q4 20245,954$905.4K0.4%+128+2.2%AddedHolders
Q3 20245,826$990.7K0.5%−46−0.8%ReducedHolders
Q2 20245,872$968.5K0.5%+47+0.8%AddedHolders
Q1 20245,825$1.02M0.5%00.0%UnchangedHolders
Q4 20235,825$989.3K0.5%00.0%UnchangedHolders
Q3 20235,825$987.0K0.5%+150+2.6%AddedHolders
Q2 20235,675$1.05M0.5%−150−2.6%ReducedHolders
Q1 20235,825$1.06M0.5%+471+8.8%AddedHolders
Q4 20225,354$967.3K0.6%–No prior filingHolders