HARBOR INVESTMENT ADVISORY, LLC

Position in PEP — Pepsico Inc

CIK 1468792 LUTHERVILLE, MD

Position in PEP

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$1,218,735

-$203,410 QoQ

Shares Held

9,001

-1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,661

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

HARBOR INVESTMENT ADVISORY, LLC holds $3,317,302 across 6 Beverages - Non-Alcoholic names. PEP ranks #2 (36.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	24,927	$2,025,817
2	PEP	Pepsico Inc This page	9,001	$1,218,735
3	PRMB	Primo Brands Corp	1,514	$37,002
4	MNST	Monster Beverage Corp	584	$28,067
5	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	47	$4,703
6	KDP	Keurig Dr Pepper Inc.	91	$2,978

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,218,735	9,001	-1.7%	Shares	Sole	2026-07-07
2026-03-31	$1,422,145	9,158	-3.0%	Shares	Sole	2026-04-23
2025-12-31	$1,355,115	9,442	-10.2%	Shares	Sole	2026-01-07
2025-09-30	$1,477,007	10,517	-1.6%	Shares	Sole	2025-10-27
2025-06-30	$1,411,243	10,688	-19.1%	Shares	Sole	2025-07-01
2025-03-31	$1,979,807	13,204	-14.5%	Shares	Sole	2025-04-09
2024-12-31	$2,347,198	15,436	-26.0%	Shares	Sole	2025-01-16
2024-09-30	$3,545,202	20,848	-7.3%	Shares	Sole	2024-10-04
2024-06-30	$3,709,440	22,491	+1.8%	Shares	Sole	2024-07-19
2024-03-31	$3,867,896	22,101	-15.2%	Shares	Sole	2024-04-12
2023-12-31	$4,425,181	26,055	+17.4%	Shares	Sole	2024-01-26
2023-09-30	$3,760,551	22,194	+4.2%	Shares	Sole	2023-10-13
2023-06-30	$3,945,556	21,302	-4.0%	Shares	Sole	2023-07-14
2023-03-31	$4,046,877	22,199	-1.4%	Shares	Sole	2023-04-21
2022-12-31	$4,068,643	22,521	-0.9%	Shares	Sole	2023-01-24
2022-09-30	$3,708,940	22,718	-2.1%	Shares	Sole	2022-11-01
2022-06-30	$3,867,678	23,207	+2.0%	Shares	Sole	2022-07-18
2022-03-31	$3,809,903	22,762	+2.3%	Shares	Sole	2022-04-20
2021-12-31	$3,865,916	22,255	-1.8%	Shares	Sole	2022-01-10
2021-09-30	$3,410,095	22,672	-0.9%	Shares	Sole	2021-10-12
2021-06-30	$3,390,574	22,883	+0.7%	Shares	Sole	2021-07-27
2021-03-31	$3,212,753	22,713	+2.5%	Shares	Sole	2021-04-16
2020-12-31	$3,286,921	22,164	+0.5%	Shares	Sole	2021-02-04
2020-09-30	$3,057,931	22,063	+2.8%	Shares	Sole	2020-10-23
2020-06-30	$2,839,754	21,471	+10.0%	Shares	Sole	2020-07-16
2020-03-31	$2,343,271	19,511	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.