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Beverly Hills Private Wealth, LLC

SEC CIK
0001965710
Latest filing
Aug 6, 2026

PEP holding history

PepsiCo Inc in every 13F filed by Beverly Hills Private Wealth, 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)
48,106
Value
$6.51M
% of portfolio
1.3%
Quarters held
15
Since Q4 2022
Holdings of PEP by Beverly Hills Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202648,106$6.51M1.3%+7,584+18.7%AddedHolders
Q1 202640,522$6.29M1.0%+4,100+11.3%AddedHolders
Q4 202536,422$5.23M0.9%−1,083−2.9%ReducedHolders
Q3 202537,505$5.27M0.9%+2,023+5.7%AddedHolders
Q2 202535,482$4.69M0.9%+2,064+6.2%AddedHolders
Q1 202533,418$5.01M1.0%+5,093+18.0%AddedHolders
Q4 202428,325$4.31M0.9%+1,460+5.4%AddedHolders
Q3 202426,865$4.57M0.9%+5,148+23.7%AddedHolders
Q2 202421,717$3.58M0.8%+3,766+21.0%AddedHolders
Q1 202417,951$3.14M0.7%+2,231+14.2%AddedHolders
Q4 202315,720$2.67M0.7%+1,464+10.3%AddedHolders
Q3 202314,256$2.42M0.7%−8,801−38.2%ReducedHolders
Q2 202323,057$4.26M0.7%+10,656+85.9%AddedHolders
Q1 202312,401$2.26M0.7%+1,944+18.6%AddedHolders
Q4 202210,457$1.89M0.8%–No prior filingHolders