Avidian Wealth Enterprises, LLC

Position in PEP — Pepsico Inc

CIK 1471474 HOUSTON, TX

Position in PEP

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$4,375,721

-$647,910 QoQ

Shares Held

32,317

-0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#957

of 3,394 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Consumer Defensive · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $7,877,566 across 3 Beverages - Non-Alcoholic names. PEP ranks #1 (55.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc This page	32,317	$4,375,721
2	KO	Coca Cola Co	40,422	$3,285,095
3	MNST	Monster Beverage Corp	4,510	$216,750

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,375,721	32,317	-0.1%	Shares	Sole	2026-07-24
2026-03-31	$5,023,631	32,350	+89.1%	Shares	Sole	2026-05-07
2025-12-31	$2,455,483	17,109	-4.2%	Shares	Sole	2026-02-02
2025-09-30	$2,507,275	17,853	+8.2%	Shares	Sole	2025-10-30
2025-06-30	$2,178,131	16,496	-4.1%	Shares	Sole	2025-07-30
2025-03-31	$2,580,317	17,209	-2.6%	Shares	Sole	2025-04-25
2024-12-31	$2,687,356	17,673	-0.9%	Shares	Sole	2025-01-29
2024-09-30	$3,032,161	17,831	-1.6%	Shares	Sole	2024-10-30
2024-06-30	$2,988,201	18,118	+5.7%	Shares	Sole	2024-08-06
2024-03-31	$2,999,496	17,139	+14.2%	Shares	Sole	2024-05-03
2023-12-31	$2,548,109	15,003	-3.4%	Shares	Sole	2024-02-06
2023-09-30	$2,631,911	15,533	-7.9%	Shares	Sole	2023-10-13
2023-06-30	$3,123,920	16,866	-28.4%	Shares	Sole	2023-08-03
2023-03-31	$4,291,706	23,542	-0.1%	Shares	Sole	2023-05-08
2022-12-31	$4,257,794	23,568	-4.3%	Shares	Sole	2023-02-06
2022-09-30	$4,022,399	24,638	-4.9%	Shares	Sole	2022-11-03
2022-06-30	$4,317,993	25,909	+3.7%	Shares	Sole	2022-07-29
2022-03-31	$4,182,993	24,991	+1.3%	Shares	Sole	2022-05-10
2021-12-31	$4,286,120	24,674	+12.0%	Shares	Sole	2022-02-14
2021-09-30	$3,312,479	22,023	+0.5%	Shares	Sole	2021-11-10
2021-06-30	$3,246,108	21,908	+2.5%	Shares	Sole	2021-08-09
2021-03-31	$3,022,362	21,367	-0.3%	Shares	Sole	2021-05-05
2020-12-31	$3,177,920	21,429	+7.0%	Shares	Sole	2021-02-09
2020-09-30	$2,775,603	20,026	+10.2%	Shares	Sole	2021-02-03
2020-06-30	$2,402,767	18,167	+40.1%	Shares	Sole	2020-08-10
2020-03-31	$1,557,817	12,971	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.