Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

Position in PEP — Pepsico Inc

CIK 1510434 Seattle, WA

Back to PEP Full portfolio

Position in PEP

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,958,896

+$6,524 QoQ

Shares Held

21,853

+14.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,149

of 3,394 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Common Shares in PEP Over Time

Shares Held

Position Value (USD)

Position in Beverages - Non-Alcoholic

Consumer Defensive · as of Jun 30, 2026

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $9,880,440 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (29.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	67,333	$5,472,152
2	PEP	Pepsico Inc This page	21,853	$2,958,896
3	MNST	Monster Beverage Corp	30,158	$1,449,392

All Filings in PEP

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,958,896	21,853	+14.9%	Shares	Other	2026-07-15
2026-03-31	$2,952,372	19,012	-4.3%	Shares	Other	2026-05-04
2025-12-31	$2,852,316	19,874	-4.9%	Shares	Other	2026-01-16
2025-09-30	$2,933,791	20,890	-4.5%	Shares	Other	2025-11-10
2025-06-30	$2,889,299	21,882	-3.7%	Shares	Sole	2025-07-21
2025-03-31	$3,408,435	22,732	-3.7%	Shares	Sole	2025-05-08
2024-12-31	$3,590,288	23,611	+8.8%	Shares	Other	2025-01-22
2024-09-30	$3,691,955	21,711	+15.3%	Shares	Sole	2024-11-01
2024-06-30	$3,104,312	18,822	+7.0%	Shares	Sole	2024-08-09
2024-03-31	$3,079,825	17,598	+12.8%	Shares	Sole	2024-05-07
2023-12-31	$2,649,164	15,598	+15.5%	Shares	Sole	2024-02-06
2023-09-30	$2,287,440	13,500	+17.9%	Shares	Sole	2023-11-03
2023-06-30	$2,120,954	11,451	+5.5%	Shares	Sole	2023-08-11
2023-03-31	$1,978,137	10,851	+1.2%	Shares	Sole	2023-05-09
2022-12-31	$1,936,313	10,718	-5.4%	Shares	Sole	2023-02-08
2022-09-30	$1,850,552	11,335	+5.3%	Shares	Sole	2022-11-03
2022-06-30	$1,793,761	10,763	+43.4%	Shares	Sole	2022-08-02
2022-03-31	$1,256,354	7,506	-3.6%	Shares	Sole	2022-05-13
2021-12-31	$1,352,332	7,785	+7.7%	Shares	Sole	2022-02-14
2021-09-30	$1,087,313	7,229	+9.6%	Shares	Sole	2021-11-02
2021-06-30	$977,181	6,595	+7.5%	Shares	Sole	2021-08-12
2021-03-31	$867,937	6,136	+25.2%	Shares	Sole	2021-05-17
2020-12-31	$726,670	4,900	-8.0%	Shares	Sole	2021-02-12
2020-09-30	$738,460	5,328	-8.7%	Shares	Sole	2020-11-12
2020-06-30	$771,604	5,834	-6.6%	Shares	Sole	2020-08-12
2020-03-31	$750,504	6,249	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.