SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Position in PEP — Pepsico Inc
CIK 1079935
LOS ANGELES, CA
Position in PEP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$536,725
-$92,664 QoQ
Shares Held
3,964
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,263
of 3,394 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $8,639,012 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (6.2% of the industry book) .
All Filings in PEP
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $536,725 | 3,964 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $629,389 | 4,053 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $643,973 | 4,487 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $629,030 | 4,479 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $603,553 | 4,571 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $656,437 | 4,378 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $603,373 | 3,968 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $724,242 | 4,259 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $3,439,449 | 20,854 | Shares | Defined | 2024-07-26 | |
| 2024-03-31 | $3,016,997 | 17,239 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,786,224 | 16,405 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,644,279 | 15,606 | Shares | Defined | 2023-10-26 | |
| 2023-06-30 | $2,740,514 | 14,796 | Shares | Defined | 2023-07-20 | |
| 2023-03-31 | $2,569,700 | 14,096 | Shares | Defined | 2023-05-03 | |
| 2022-12-31 | $384,985 | 2,131 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $329,458 | 2,018 | Shares | Defined | 2022-10-20 | |
| 2022-06-30 | $331,485 | 1,989 | Shares | Defined | 2022-07-13 | |
| 2022-03-31 | $313,000 | 1,870 | Shares | Defined | 2022-04-19 | |
| 2021-12-31 | $350,893 | 2,020 | Shares | Defined | 2022-01-20 | |
| 2021-09-30 | $419,191 | 2,787 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $232,922 | 1,572 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $214,721 | 1,518 | Shares | Defined | 2021-04-15 | |
| 2020-12-31 | $225,119 | 1,518 | Shares | Defined | 2021-01-13 | |
| 2020-09-30 | $228,550 | 1,649 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $206,986 | 1,565 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||