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Sequent Planning LLC

SEC CIK
0002009724
Latest filing
Aug 14, 2026

PEP holding history

PepsiCo Inc in every 13F filed by Sequent Planning 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)
21,598
Value
$2.92M
% of portfolio
0.6%
Quarters held
10
Since Q1 2024
Holdings of PEP by Sequent Planning LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,598$2.92M0.6%−386−1.8%ReducedHolders
Q1 202621,984$3.41M0.8%+234+1.1%AddedHolders
Q4 202521,750$3.12M0.8%00.0%UnchangedHolders
Q3 202521,750$3.05M0.9%−13−0.1%ReducedHolders
Q2 202521,763$2.87M0.9%+22+0.1%AddedHolders
Q1 202521,741$3.26M1.2%+54+0.2%AddedHolders
Q4 202421,687$3.30M1.2%−245−1.1%ReducedHolders
Q3 202421,932$3.73M1.3%−106−0.5%ReducedHolders
Q2 202422,038$3.59M1.2%−50.0%ReducedHolders
Q1 202422,043$3.86M1.4%–No prior filingHolders