Crestwood Advisors Group, LLC

Position in PEP — Pepsico Inc

CIK 1426853 BOSTON, MA

Position in PEP

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$26,257,580

-$5,023,882 QoQ

Shares Held

193,926

-3.7% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#343

of 3,394 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Crestwood Advisors Group, LLC holds $39,627,370 across 4 Beverages - Non-Alcoholic names. PEP ranks #1 (66.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc This page	193,926	$26,257,580
2	KO	Coca Cola Co	142,872	$11,611,206
3	MNST	Monster Beverage Corp	27,700	$1,331,262
4	KDP	Keurig Dr Pepper Inc.	13,056	$427,322

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,257,580	193,926	-3.7%	Shares	Sole	2026-08-03
2026-03-31	$31,281,462	201,439	+0.4%	Shares	Sole	2026-05-05
2025-12-31	$28,781,931	200,543	+3.0%	Shares	Sole	2026-02-03
2025-09-30	$27,334,258	194,633	+179.5%	Shares	Sole	2025-11-07
2025-06-30	$9,195,133	69,639	-2.1%	Shares	Sole	2025-08-05
2025-03-31	$10,665,981	71,135	-4.9%	Shares	Sole	2025-05-05
2024-12-31	$11,370,438	74,776	-1.6%	Shares	Sole	2025-02-04
2024-09-30	$12,922,439	75,992	+0.6%	Shares	Sole	2024-10-30
2024-06-30	$12,459,142	75,542	-2.4%	Shares	Sole	2024-08-01
2024-03-31	$13,539,998	77,367	-0.4%	Shares	Sole	2024-05-08
2023-12-31	$13,193,171	77,680	+6.6%	Shares	Other	2024-02-13
2023-09-30	$12,352,684	72,903	+296.5%	Shares	Other	2023-11-15
2023-06-30	$3,405,825	18,388	+3.2%	Shares	Sole	2023-08-15
2023-03-31	$3,249,132	17,823	-32.3%	Shares	Sole	2023-05-12
2022-12-31	$4,753,164	26,310	-0.0%	Shares	Sole	2023-02-14
2022-09-30	$4,296,350	26,316	-1.8%	Shares	Sole	2022-10-26
2022-06-30	$4,467,321	26,805	-0.2%	Shares	Sole	2022-07-07
2022-03-31	$4,495,157	26,856	-5.8%	Shares	Sole	2022-04-12
2021-12-31	$4,950,213	28,497	-3.9%	Shares	Sole	2022-02-15
2021-09-30	$4,458,603	29,643	-6.3%	Shares	Sole	2021-11-03
2021-06-30	$4,686,468	31,629	-5.4%	Shares	Sole	2021-08-13
2021-03-31	$4,730,512	33,443	-85.2%	Shares	Sole	2021-04-21
2020-12-31	$33,589,505	226,497	+1.2%	Shares	Sole	2021-02-09
2020-09-30	$31,017,432	223,791	+1.2%	Shares	Sole	2020-10-06
2020-06-30	$29,250,092	221,156	+3.9%	Shares	Sole	2020-08-14
2020-03-31	$25,571,932	212,922	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.