BOK Financial Private Wealth, Inc.

Position in PEP — Pepsico Inc

CIK 1317348 DENVER, CO

Position in PEP

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

Position Value

$1,686,000

-$416,781 QoQ

Shares Held

12,452

-8.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#1,461

of 3,394 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 45% Shared 0% None 55%

Consumer Defensive · as of Jun 30, 2026

BOK Financial Private Wealth, Inc. holds $2,141,076 across 4 Beverages - Non-Alcoholic names. PEP ranks #1 (78.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc This page	12,452	$1,686,000
2	KO	Coca Cola Co	5,323	$432,600
3	MNST	Monster Beverage Corp	420	$20,185
4	KDP	Keurig Dr Pepper Inc.	70	$2,291

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,686,000	12,452	-8.0%	Shares	Sole	2026-08-10
2026-03-31	$2,102,781	13,541	-2.8%	Shares	Sole	2026-05-12
2025-12-31	$1,999,664	13,933	+0.5%	Shares	Sole	2026-02-06
2025-09-30	$1,946,779	13,862	-1.8%	Shares	Sole	2025-11-07
2025-06-30	$1,864,800	14,123	-12.8%	Shares	Sole	2025-08-07
2025-03-31	$2,427,828	16,192	-13.9%	Shares	Sole	2025-05-14
2024-12-31	$2,858,271	18,797	-6.5%	Shares	Sole	2025-02-07
2024-09-30	$3,418,345	20,102	+16.6%	Shares	Sole	2024-11-13
2024-06-30	$2,844,547	17,247	+0.1%	Shares	Sole	2024-08-14
2024-03-31	$3,014,372	17,224	-9.2%	Shares	Sole	2024-05-01
2023-12-31	$3,223,393	18,979	-1.9%	Shares	Sole	2024-01-30
2023-09-30	$3,279,511	19,355	-10.8%	Shares	Sole	2023-10-13
2023-06-30	$4,019,274	21,700	-14.5%	Shares	Sole	2023-08-08
2023-03-31	$4,626,409	25,378	+3.8%	Shares	Sole	2023-04-24
2022-12-31	$4,416,053	24,444	+5.1%	Shares	Sole	2023-02-02
2022-06-30	$3,874,345	23,247	-14.2%	Shares	Sole	2022-08-15
2022-03-31	$4,534,826	27,093	+4.3%	Shares	Sole	2022-05-09
2021-12-31	$4,511,248	25,970	+8.0%	Shares	Sole	2022-02-15
2021-06-30	$3,564,525	24,057	+10.6%	Shares	Sole	2021-08-03
2021-03-31	$3,078,093	21,761	-6.3%	Shares	Sole	2021-05-12
2020-12-31	$3,445,602	23,234	+0.9%	Shares	Sole	2021-02-01
2020-09-30	$3,191,958	23,030	-6.2%	Shares	Sole	2020-11-06
2020-06-30	$3,247,247	24,552	-22.5%	Shares	Sole	2020-08-13
2020-03-31	$3,802,726	31,663	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.