FIRST CITIZENS BANK & TRUST CO

Bank

Position in PEP — Pepsico Inc

CIK 1092203 RALEIGH, NC

Position in PEP

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$11,911,002

-$2,461,086 QoQ

Shares Held

87,969

-4.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#536

of 3,394 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 92% Shared 1% None 6%

Consumer Defensive · as of Jun 30, 2026

FIRST CITIZENS BANK & TRUST CO holds $33,653,977 across 4 Beverages - Non-Alcoholic names. PEP ranks #2 (35.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	251,955	$20,476,382
2	PEP	Pepsico Inc This page	87,969	$11,911,002
3	MNST	Monster Beverage Corp	13,466	$647,175
4	CELH	Celsius Holdings, Inc.	21,155	$619,418

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,911,002	87,969	-4.9%	Shares	Sole	2026-07-13
2026-03-31	$14,372,088	92,550	+1.2%	Shares	Sole	2026-05-13
2025-12-31	$13,120,454	91,419	-0.7%	Shares	Sole	2026-02-18
2025-09-30	$12,926,799	92,045	-1.1%	Shares	Sole	2025-10-31
2025-06-30	$12,286,718	93,053	+14.7%	Shares	Sole	2025-07-30
2025-03-31	$12,161,332	81,108	+4.0%	Shares	Sole	2025-04-14
2024-12-31	$11,860,527	77,999	-4.1%	Shares	Sole	2025-01-21
2024-09-30	$13,836,798	81,369	-1.1%	Shares	Sole	2024-10-17
2024-06-30	$13,571,265	82,285	+1.3%	Shares	Sole	2024-07-19
2024-03-31	$14,221,662	81,262	+48.5%	Shares	Sole	2024-04-15
2023-12-31	$9,292,625	54,714	-7.0%	Shares	Sole	2024-01-22
2023-09-30	$9,972,560	58,856	-2.7%	Shares	Sole	2023-10-30
2023-06-30	$11,201,549	60,477	+25.6%	Shares	Sole	2023-08-15
2023-03-31	$8,777,744	48,150	-9.4%	Shares	Sole	2023-05-11
2022-12-31	$9,601,355	53,146	-6.4%	Shares	Sole	2023-01-24
2022-09-30	$9,273,003	56,799	-0.4%	Shares	Sole	2022-10-20
2022-06-30	$9,506,285	57,040	-0.6%	Shares	Sole	2022-07-26
2022-03-31	$9,605,435	57,387	+1.5%	Shares	Sole	2022-04-26
2021-12-31	$9,824,690	56,558	+0.2%	Shares	Sole	2022-03-11
2021-09-30	$8,489,892	56,445	-1.1%	Shares	Sole	2021-10-15
2021-06-30	$8,455,024	57,063	-2.4%	Shares	Sole	2021-07-14
2021-03-31	$8,267,327	58,447	+0.8%	Shares	Sole	2021-04-14
2020-12-31	$8,600,361	57,993	-8.3%	Shares	Sole	2021-01-13
2020-09-30	$8,768,667	63,266	+0.2%	Shares	Sole	2020-10-15
2020-06-30	$8,353,805	63,162	+10.7%	Shares	Sole	2020-07-15
2020-03-31	$6,853,746	57,067	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.