BSW Wealth Partners

Position in PEP — Pepsico Inc

CIK 1512601 BOULDER, CO

Position in PEP

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

Position Value

$1,323,399

-$955,326 QoQ

Shares Held

9,774

-33.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#1,607

of 3,394 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

BSW Wealth Partners holds $5,214,023 across 5 Beverages - Non-Alcoholic names. PEP ranks #2 (25.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	30,724	$2,496,939
2	PEP	Pepsico Inc This page	9,774	$1,323,399
3	MNST	Monster Beverage Corp	14,420	$693,025
4	KDP	Keurig Dr Pepper Inc.	13,886	$454,488
5	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	2,460	$246,172

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,323,399	9,774	-33.4%	Shares	Sole	2026-07-15
2026-03-31	$2,278,725	14,674	+1.8%	Shares	Sole	2026-04-14
2025-12-31	$2,069,558	14,420	-5.1%	Shares	Sole	2026-01-23
2025-09-30	$2,134,266	15,197	-0.6%	Shares	Sole	2025-10-15
2025-06-30	$2,019,551	15,295	+0.3%	Shares	Sole	2025-07-18
2025-03-31	$2,285,835	15,245	-0.6%	Shares	Sole	2025-04-24
2024-12-31	$2,331,688	15,334	-0.6%	Shares	Sole	2025-01-22
2024-09-30	$2,622,000	15,419	-1.6%	Shares	Sole	2024-10-29
2024-06-30	$2,584,947	15,673	-0.7%	Shares	Sole	2024-07-16
2024-03-31	$2,762,532	15,785	+0.8%	Shares	Sole	2024-04-23
2023-12-31	$2,658,845	15,655	+2.0%	Shares	Sole	2024-01-25
2023-09-30	$2,600,904	15,350	-11.5%	Shares	Sole	2023-10-27
2023-06-30	$3,214,122	17,353	-0.2%	Shares	Sole	2023-08-11
2023-03-31	$3,169,467	17,386	-6.4%	Shares	Sole	2023-05-15
2022-12-31	$3,357,204	18,583	-1.8%	Shares	Sole	2023-02-14
2022-09-30	$3,088,879	18,920	-4.6%	Shares	Sole	2022-11-14
2022-06-30	$3,303,701	19,823	+3.2%	Shares	Sole	2022-08-15
2022-03-31	$3,215,369	19,210	+0.1%	Shares	Sole	2022-05-16
2021-12-31	$3,334,537	19,196	+1.6%	Shares	Sole	2022-02-14
2021-09-30	$2,842,749	18,900	-1.7%	Shares	Sole	2021-11-15
2021-06-30	$2,849,012	19,228	-5.4%	Shares	Sole	2021-08-16
2021-03-31	$2,873,698	20,316	+9.8%	Shares	Sole	2021-05-17
2020-12-31	$2,743,105	18,497	+12.3%	Shares	Sole	2021-02-16
2020-09-30	$2,283,712	16,477	+5.9%	Shares	Sole	2020-11-13
2020-06-30	$2,058,494	15,564	+53.9%	Shares	Sole	2020-08-13
2020-03-31	$1,214,571	10,113	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.