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Secured Retirement Advisors, LLC

SEC CIK
0002012356
Latest filing
Jul 16, 2026

PEP holding history

PepsiCo Inc in every 13F filed by Secured Retirement 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)
4,020
Value
$544.3K
% of portfolio
0.3%
Quarters held
10
Since Q4 2023
Holdings of PEP by Secured Retirement Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,020$544.3K0.3%+745+22.7%AddedHolders
Q1 20263,275$508.6K0.3%−429−11.6%ReducedHolders
Q4 20253,704$531.6K0.3%+240+6.9%AddedHolders
Q3 20253,464$486.5K0.3%+694+25.1%AddedHolders
Q2 20252,770$365.7K0.2%+817+41.8%AddedHolders
Q1 20251,953$292.8K0.2%+1,953NewHolders
Q4 20240$00.0%−1,268−100.0%Sold outHolders
Q3 20241,268$215.6K0.2%−346−21.4%ReducedHolders
Q2 20241,614$266.2K0.2%+63+4.1%AddedHolders
Q1 20241,551$271.5K0.2%+48+3.2%AddedHolders
Q4 20231,503$255.3K0.2%–No prior filingHolders