LMCG INVESTMENTS, LLC

Position in PEP — Pepsico Inc

CIK 1470944 BOSTON, MA

Position in PEP

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$11,206,245

-$2,033,003 QoQ

Shares Held

82,764

-2.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#554

of 3,394 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

LMCG INVESTMENTS, LLC holds $36,523,282 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (30.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	292,542	$23,774,888
2	PEP	Pepsico Inc This page	82,764	$11,206,245
3	MNST	Monster Beverage Corp	32,088	$1,542,149

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,206,245	82,764	-2.9%	Shares	Sole	2026-07-22
2026-03-31	$13,239,248	85,255	+44.1%	Shares	Sole	2026-04-29
2025-12-31	$8,491,360	59,165	+137.5%	Shares	Sole	2026-02-03
2025-09-30	$3,498,219	24,909	-0.2%	Shares	Sole	2025-10-29
2025-06-30	$3,295,982	24,962	+5.9%	Shares	Sole	2025-07-24
2025-03-31	$3,532,886	23,562	-1.0%	Shares	Sole	2025-04-10
2024-12-31	$3,618,723	23,798	-5.5%	Shares	Other	2025-01-16
2024-09-30	$4,283,049	25,187	-0.0%	Shares	Sole	2024-10-29
2024-06-30	$4,155,411	25,195	-0.7%	Shares	Other	2024-08-09
2024-03-31	$4,439,128	25,365	+3.2%	Shares	Sole	2024-05-06
2023-12-31	$4,176,195	24,589	+1.9%	Shares	Other	2024-02-08
2023-09-30	$4,090,451	24,141	-7.1%	Shares	Other	2023-11-03
2023-06-30	$4,813,682	25,989	-2.8%	Shares	Sole	2023-08-03
2023-03-31	$4,875,066	26,742	-0.9%	Shares	Sole	2023-05-05
2022-12-31	$4,873,664	26,977	-2.7%	Shares	Other	2023-02-07
2022-09-30	$4,525,240	27,718	-0.3%	Shares	Sole	2022-11-08
2022-06-30	$4,631,814	27,792	-4.1%	Shares	Sole	2022-08-08
2022-03-31	$4,850,839	28,981	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.