MCDONALD PARTNERS LLC

Position in PEP — Pepsico Inc

CIK 1331074 Cleveland, OH

Position in PEP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,026,602

-$173,323 QoQ

Shares Held

7,582

-1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,786

of 3,394 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

MCDONALD PARTNERS LLC holds $1,489,029 across 3 Beverages - Non-Alcoholic names. PEP ranks #1 (68.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc This page	7,582	$1,026,602
2	KO	Coca Cola Co	5,418	$440,320
3	MNST	Monster Beverage Corp	460	$22,107

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,026,602	7,582	-1.9%	Shares	Sole	2026-07-28
2026-03-31	$1,199,925	7,727	-4.6%	Shares	Sole	2026-05-15
2025-12-31	$1,162,942	8,103	-25.2%	Shares	Sole	2026-02-02
2025-09-30	$1,520,965	10,830	-41.1%	Shares	Sole	2025-11-12
2025-06-30	$2,429,007	18,396	-2.3%	Shares	Sole	2025-08-12
2025-03-31	$2,822,170	18,822	+0.1%	Shares	Sole	2025-05-15
2024-12-31	$2,857,967	18,795	+10.0%	Shares	Sole	2025-01-31
2024-09-30	$2,906,324	17,091	-4.6%	Shares	Sole	2024-10-15
2024-06-30	$2,954,556	17,914	+0.0%	Shares	Sole	2024-07-17
2024-03-31	$3,134,079	17,908	-4.1%	Shares	Sole	2024-04-15
2023-12-31	$3,172,101	18,677	+2.0%	Shares	Sole	2024-02-12
2023-09-30	$3,102,107	18,308	-5.1%	Shares	Sole	2023-10-30
2023-06-30	$3,572,152	19,286	-2.4%	Shares	Sole	2023-07-17
2023-03-31	$3,602,977	19,764	-2.8%	Shares	Sole	2023-04-19
2022-12-31	$3,674,082	20,337	-0.4%	Shares	Sole	2023-01-18
2022-09-30	$3,334,095	20,422	-28.3%	Shares	Sole	2022-10-21
2022-06-30	$4,747,976	28,489	+5.7%	Shares	Sole	2022-07-25
2022-03-31	$4,512,397	26,959	+299444.4%	Shares	Sole	2022-04-29
2021-12-31	$1,563	9	-100.0%	Shares	Sole	2022-01-31
2021-09-30	$4,077,464	27,109	-2.4%	Shares	Sole	2021-11-24
2021-06-30	$4,116,607	27,783	-3.2%	Shares	Sole	2021-11-24
2021-03-31	$4,057,917	28,688	-7.1%	Shares	Sole	2021-11-24
2020-12-31	$4,577,131	30,864	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.