APPLETON PARTNERS INC/MA

Position in PEP — Pepsico Inc

CIK 1055290 BOSTON, MA

Position in PEP

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$6,096,249

-$1,040,568 QoQ

Shares Held

45,024

-2.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#799

of 3,394 holders

Holding Since

Mar 2020

26 quarters on record

Consumer Defensive · as of Jun 30, 2026

APPLETON PARTNERS INC/MA holds $19,129,595 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (31.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MNST	Monster Beverage Corp	252,128	$12,117,271
2	PEP	Pepsico Inc This page	45,024	$6,096,249
3	KO	Coca Cola Co	11,272	$916,075

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,096,249	45,024	-2.0%	Shares	Sole	2026-07-21
2026-03-31	$7,136,817	45,958	-2.6%	Shares	Sole	2026-04-28
2025-12-31	$6,775,148	47,207	-0.8%	Shares	Sole	2026-01-09
2025-09-30	$6,683,539	47,590	-1.9%	Shares	Sole	2025-11-05
2025-06-30	$6,406,316	48,518	-5.0%	Shares	Sole	2025-07-22
2025-03-31	$7,655,786	51,059	-2.6%	Shares	Sole	2025-04-22
2024-12-31	$7,968,856	52,406	-3.5%	Shares	Sole	2025-01-28
2024-09-30	$9,233,204	54,297	-3.0%	Shares	Sole	2024-10-01
2024-06-30	$9,235,750	55,998	-4.4%	Shares	Sole	2024-07-02
2024-03-31	$10,250,860	58,573	-6.4%	Shares	Sole	2024-04-01
2023-12-31	$10,624,171	62,554	-4.7%	Shares	Sole	2024-01-02
2023-09-30	$11,124,244	65,653	-2.1%	Shares	Sole	2023-10-03
2023-06-30	$12,426,595	67,091	-0.2%	Shares	Sole	2023-07-10
2023-03-31	$12,253,476	67,216	+1.0%	Shares	Sole	2023-04-10
2022-12-31	$12,020,213	66,535	-0.9%	Shares	Sole	2023-01-19
2022-09-30	$10,963,398	67,153	+0.1%	Shares	Sole	2022-10-27
2022-06-30	$11,175,886	67,058	-0.9%	Shares	Sole	2022-07-08
2022-03-31	$11,331,123	67,697	-3.2%	Shares	Sole	2022-04-05
2021-12-31	$12,149,103	69,939	-4.1%	Shares	Sole	2022-02-03
2021-09-30	$10,967,746	72,919	-4.7%	Shares	Sole	2021-10-14
2021-06-30	$11,338,709	76,525	-7.2%	Shares	Sole	2021-07-07
2021-03-31	$11,667,644	82,486	-2.0%	Shares	Sole	2021-04-19
2020-12-31	$12,486,415	84,197	+0.2%	Shares	Sole	2021-01-19
2020-09-30	$11,650,300	84,057	-1.0%	Shares	Sole	2020-10-14
2020-06-30	$11,229,932	84,908	-1.0%	Shares	Sole	2020-08-14
2020-03-31	$10,298,454	85,749	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.