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Livermore
Livermore
ZHEN

Partnership Wealth Management, LLC

SEC CIK
0002010656
Latest filing
Jul 10, 2026

PEP holding history

PepsiCo Inc in every 13F filed by Partnership 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)
11,971
Value
$1.62M
% of portfolio
1.1%
Quarters held
11
Since Q4 2023
Holdings of PEP by Partnership Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,971$1.62M1.1%+10.0%AddedHolders
Q1 202611,970$1.86M1.4%+142+1.2%AddedHolders
Q4 202511,828$1.70M1.2%−99−0.8%ReducedHolders
Q3 202511,927$1.68M1.3%00.0%UnchangedHolders
Q2 202511,927$1.57M1.3%00.0%UnchangedHolders
Q1 202511,927$1.79M1.5%00.0%UnchangedHolders
Q4 202411,927$1.81M1.5%00.0%UnchangedHolders
Q3 202411,927$2.03M1.4%−156−1.3%ReducedHolders
Q2 202412,083$1.99M1.5%00.0%UnchangedHolders
Q1 202412,083$2.11M1.5%00.0%UnchangedHolders
Q4 202312,083$2.04M1.5%–No prior filingHolders