Apriem Advisors

Position in PEP — Pepsico Inc

CIK 1425165 IRVINE, CA

Position in PEP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$567,190

-$77,574 QoQ

Shares Held

4,189

+0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,209

of 3,394 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Apriem Advisors holds $1,412,992 across 3 Beverages - Non-Alcoholic names. PEP ranks #1 (40.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc This page	4,189	$567,190
2	CELH	Celsius Holdings, Inc.	15,969	$467,572
3	KO	Coca Cola Co	4,654	$378,230

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$567,190	4,189	+0.9%	Shares	Sole	2026-08-14
2026-03-31	$644,764	4,152	+6.2%	Shares	Sole	2026-05-15
2025-12-31	$561,306	3,911	+0.5%	Shares	Sole	2026-02-13
2025-09-30	$546,452	3,891	-3.6%	Shares	Sole	2025-11-10
2025-06-30	$533,045	4,037	-0.0%	Shares	Sole	2025-08-14
2025-03-31	$605,607	4,039	-2.8%	Shares	Sole	2025-05-15
2024-12-31	$631,809	4,155	+6.7%	Shares	Sole	2025-02-05
2024-09-30	$662,004	3,893	-1.8%	Shares	Sole	2024-11-14
2024-06-30	$654,112	3,966	+0.7%	Shares	Sole	2024-08-14
2024-03-31	$689,014	3,937	-19.3%	Shares	Sole	2024-05-15
2023-12-31	$828,479	4,878	+2.8%	Shares	Sole	2024-02-14
2023-09-30	$803,823	4,744	+0.3%	Shares	Sole	2023-11-13
2023-06-30	$875,720	4,728	-9.7%	Shares	Sole	2023-08-08
2023-03-31	$954,705	5,237	+40.7%	Shares	Sole	2023-05-12
2022-12-31	$672,416	3,722	-2.2%	Shares	Sole	2023-02-13
2022-09-30	$621,530	3,807	+0.5%	Shares	Sole	2022-11-14
2022-06-30	$631,141	3,787	-1.4%	Shares	Sole	2022-08-08
2022-03-31	$642,571	3,839	+1.1%	Shares	Sole	2022-05-10
2021-12-31	$659,924	3,799	-4.5%	Shares	Sole	2022-02-09
2021-09-30	$598,481	3,979	+2.4%	Shares	Sole	2021-11-12
2021-06-30	$575,492	3,884	+12.8%	Shares	Sole	2021-08-10
2021-03-31	$487,153	3,444	+2.2%	Shares	Sole	2021-05-10
2020-12-31	$499,919	3,371	+16.4%	Shares	Sole	2021-02-04
2020-09-30	$401,385	2,896	+90.4%	Shares	Sole	2020-11-10
2020-06-30	$201,167	1,521	—	Shares	Sole	2020-08-07
No filing history on record for this holder in this stock.