Choate Investment Advisors

Position in PEP — Pepsico Inc

CIK 1399794 BOSTON, MA

Position in PEP

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$13,229,121

-$2,625,988 QoQ

Shares Held

97,704

-4.3% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#508

of 3,394 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 71% Shared 0% None 29%

Consumer Defensive · as of Jun 30, 2026

Choate Investment Advisors holds $29,768,232 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (44.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	200,743	$16,314,383
2	PEP	Pepsico Inc This page	97,704	$13,229,121
3	MNST	Monster Beverage Corp	4,676	$224,728

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,229,121	97,704	-4.3%	Shares	Sole	2026-08-11
2026-03-31	$15,855,109	102,100	-2.2%	Shares	Sole	2026-05-13
2025-12-31	$14,989,085	104,439	-5.9%	Shares	Sole	2026-02-09
2025-09-30	$15,589,963	111,008	-12.3%	Shares	Sole	2025-11-10
2025-06-30	$16,712,698	126,573	-5.9%	Shares	Sole	2025-08-12
2025-03-31	$20,169,628	134,518	-5.4%	Shares	Sole	2025-05-14
2024-12-31	$21,619,282	142,176	+1.9%	Shares	Sole	2025-02-10
2024-09-30	$23,728,266	139,537	-2.8%	Shares	Sole	2024-11-13
2024-06-30	$23,685,267	143,608	-0.2%	Shares	Sole	2024-08-08
2024-03-31	$25,189,014	143,929	+0.5%	Shares	Sole	2024-05-07
2023-12-31	$24,317,351	143,178	+201.3%	Shares	Sole	2024-02-14
2023-09-30	$8,052,636	47,525	+15.4%	Shares	Sole	2023-10-30
2023-06-30	$7,625,322	41,169	+19.8%	Shares	Sole	2023-08-01
2023-03-31	$6,264,010	34,361	-0.5%	Shares	Sole	2023-05-15
2022-12-31	$6,239,454	34,537	+1.3%	Shares	Sole	2023-02-14
2022-09-30	$5,567,166	34,100	-1.4%	Shares	Sole	2022-11-14
2022-06-30	$5,763,436	34,582	+17.2%	Shares	Sole	2022-08-11
2022-03-31	$4,940,053	29,514	+1.0%	Shares	Sole	2022-04-29
2021-12-31	$5,078,411	29,235	-0.4%	Shares	Sole	2022-02-07
2021-09-30	$4,415,736	29,358	+0.0%	Shares	Sole	2021-11-04
2021-06-30	$4,348,493	29,348	+7.8%	Shares	Sole	2021-07-30
2021-03-31	$3,850,551	27,222	+2.3%	Shares	Sole	2021-05-07
2020-12-31	$3,945,818	26,607	-3.4%	Shares	Sole	2021-02-08
2020-09-30	$3,817,182	27,541	-0.3%	Shares	Sole	2020-10-26
2020-06-30	$3,655,137	27,636	-2.3%	Shares	Sole	2020-07-23
2020-03-31	$3,397,148	28,286	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.