SCHMIDT P J INVESTMENT MANAGEMENT INC

Position in PEP — Pepsico Inc

CIK 1008895 CEDARBURG, WI

Position in PEP

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$6,974,860

-$1,074,286 QoQ

Shares Held

51,513

-0.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.74%

of 13F equity value

Holder Rank

#729

of 3,394 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Consumer Defensive · as of Jun 30, 2026

SCHMIDT P J INVESTMENT MANAGEMENT INC holds $7,494,824 across 3 Beverages - Non-Alcoholic names. PEP ranks #1 (93.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc This page	51,513	$6,974,860
2	KO	Coca Cola Co	3,796	$308,500
3	MNST	Monster Beverage Corp	4,400	$211,464

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,974,860	51,513	-0.6%	Shares	Sole	2026-07-29
2026-03-31	$8,049,146	51,833	-0.1%	Shares	Sole	2026-04-29
2025-12-31	$7,445,674	51,879	+4.3%	Shares	Sole	2026-01-28
2025-09-30	$6,986,609	49,748	-7.5%	Shares	Sole	2025-10-27
2025-06-30	$7,099,526	53,768	-3.8%	Shares	Sole	2025-08-01
2025-03-31	$8,376,398	55,865	-0.3%	Shares	Sole	2025-05-21
2024-12-31	$8,523,419	56,053	-1.5%	Shares	Sole	2025-01-27
2024-09-30	$9,673,294	56,885	-4.2%	Shares	Sole	2024-10-23
2024-06-30	$9,791,234	59,366	+0.0%	Shares	Sole	2024-07-29
2024-03-31	$10,386,493	59,348	+1.8%	Shares	Sole	2024-04-26
2023-12-31	$9,903,370	58,310	-1.0%	Shares	Sole	2024-01-29
2023-09-30	$9,979,677	58,898	+0.3%	Shares	Sole	2023-10-20
2023-06-30	$10,872,599	58,701	-2.2%	Shares	Sole	2023-07-26
2023-03-31	$10,947,479	60,052	-0.8%	Shares	Sole	2023-04-28
2022-12-31	$10,931,736	60,510	-1.0%	Shares	Sole	2023-02-01
2022-09-30	$9,982,042	61,142	-0.6%	Shares	Sole	2022-10-24
2022-06-30	$10,248,756	61,495	-1.4%	Shares	Sole	2022-08-24
2022-03-31	$10,440,829	62,378	-1.1%	Shares	Sole	2022-05-06
2021-12-31	$10,957,279	63,078	-0.4%	Shares	Sole	2022-02-01
2021-09-30	$9,528,774	63,352	-1.5%	Shares	Sole	2021-10-27
2021-06-30	$9,532,368	64,334	-0.1%	Shares	Sole	2021-07-26
2021-03-31	$9,105,985	64,376	+2.0%	Shares	Sole	2021-04-30
2020-12-31	$9,358,174	63,103	+2.1%	Shares	Sole	2021-02-01
2020-09-30	$8,562,015	61,775	+4.0%	Shares	Sole	2020-10-28
2020-06-30	$7,856,111	59,399	+2.9%	Shares	Sole	2020-07-29
2020-03-31	$6,936,135	57,753	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.