Essex Financial Services, Inc.

Position in PEP — Pepsico Inc

CIK 1315785 ESSEX, CT

Position in PEP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$3,359,680

-$563,255 QoQ

Shares Held

24,813

-1.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,084

of 3,394 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Essex Financial Services, Inc. holds $11,301,097 across 4 Beverages - Non-Alcoholic names. PEP ranks #2 (29.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	91,960	$7,473,589
2	PEP	Pepsico Inc This page	24,813	$3,359,680
3	MNST	Monster Beverage Corp	4,914	$236,166
4	KDP	Keurig Dr Pepper Inc.	7,078	$231,662

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,359,680	24,813	-1.8%	Shares	Defined	2026-08-10
2026-03-31	$3,922,935	25,262	-1.3%	Shares	Defined	2026-04-24
2025-12-31	$3,673,824	25,598	+0.4%	Shares	Defined	2026-02-10
2025-09-30	$3,582,062	25,506	+3.2%	Shares	Defined	2025-11-07
2025-06-30	$3,262,180	24,706	-21.5%	Shares	Defined	2025-07-16
2025-03-31	$4,721,610	31,490	-0.7%	Shares	Defined	2025-04-25
2024-12-31	$4,822,430	31,714	-8.9%	Shares	Defined	2025-01-29
2024-09-30	$5,918,590	34,805	-18.8%	Shares	Defined	2024-10-24
2024-06-30	$7,069,229	42,862	+60.4%	Shares	Defined	2024-08-09
2024-03-31	$4,677,492	26,727	-1.8%	Shares	Sole	2024-04-24
2023-12-31	$4,622,535	27,217	+0.5%	Shares	Sole	2024-02-06
2023-09-30	$4,588,604	27,081	+0.1%	Shares	Sole	2023-11-15
2023-06-30	$5,011,312	27,056	-3.0%	Shares	Sole	2023-08-09
2023-03-31	$5,083,435	27,885	+6.1%	Shares	Sole	2023-05-11
2022-12-31	$4,748,828	26,286	-6.9%	Shares	Sole	2023-02-10
2022-09-30	$4,610,952	28,243	-0.2%	Shares	Sole	2022-11-07
2022-06-30	$4,716,311	28,299	+0.2%	Shares	Sole	2022-08-01
2022-03-31	$4,724,970	28,229	+2.4%	Shares	Sole	2022-04-21
2021-12-31	$4,786,752	27,556	-1.7%	Shares	Sole	2022-02-11
2021-09-30	$4,216,894	28,036	+4.1%	Shares	Sole	2021-11-10
2021-06-30	$3,989,329	26,924	0.0%	Shares	Sole	2021-07-30
2021-03-31	$3,808,399	26,924	-6.1%	Shares	Sole	2021-05-11
2020-12-31	$4,250,278	28,660	+9.7%	Shares	Sole	2021-02-05
2020-09-30	$3,620,647	26,123	+21.4%	Shares	Sole	2020-11-10
2020-06-30	$2,845,573	21,515	-7.4%	Shares	Sole	2020-08-06
2020-03-31	$2,790,403	23,234	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.