Institute for Wealth Management, LLC.

Position in PEP — Pepsico Inc

CIK 1533954 DENVER, CO

Position in PEP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$548,911

-$105,481 QoQ

Shares Held

4,054

-3.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,239

of 3,401 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $1,936,266 across 7 Beverages - Non-Alcoholic names. PEP ranks #2 (28.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	10,508	$853,985
2	PEP	Pepsico Inc This page	4,054	$548,911
3	MNST	Monster Beverage Corp	8,562	$411,489
4	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	948	$94,866
5	FIZZ	National Beverage Corp	602	$18,782
6	PRMB	Primo Brands Corp	295	$7,209
7	CELH	Celsius Holdings, Inc.	35	$1,024

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$548,911	4,054	-3.8%	Shares	Sole	2026-07-28
2026-03-31	$654,392	4,214	+3.3%	Shares	Sole	2026-05-14
2025-12-31	$585,274	4,078	+6.7%	Shares	Sole	2026-01-27
2025-09-30	$536,761	3,822	+41.9%	Shares	Sole	2025-10-17
2025-06-30	$355,715	2,694	-4.6%	Shares	Sole	2025-07-18
2025-03-31	$423,430	2,824	-7.9%	Shares	Sole	2025-04-21
2024-12-31	$466,215	3,066	-1.9%	Shares	Sole	2025-01-23
2024-09-30	$531,406	3,125	-8.6%	Shares	Sole	2024-11-12
2024-06-30	$563,895	3,419	+1.2%	Shares	Sole	2024-07-25
2024-03-31	$591,008	3,377	+0.0%	Shares	Sole	2024-04-30
2023-12-31	$573,379	3,376	-0.5%	Shares	Sole	2024-01-31
2023-09-30	$574,909	3,393	+0.0%	Shares	Sole	2023-10-13
2023-06-30	$628,266	3,392	+0.0%	Shares	Sole	2023-07-25
2023-03-31	$618,179	3,391	-5.9%	Shares	Sole	2023-04-20
2022-12-31	$650,737	3,602	-1.4%	Shares	Sole	2023-02-02
2022-09-30	$596,552	3,654	+2.9%	Shares	Sole	2022-10-18
2022-06-30	$591,643	3,550	+3.8%	Shares	Sole	2022-07-25
2022-03-31	$572,439	3,420	0.0%	Shares	Sole	2022-04-29
2021-12-31	$594,088	3,420	+0.5%	Shares	Sole	2022-01-21
2021-09-30	$511,995	3,404	0.0%	Shares	Sole	2021-11-15
2021-06-30	$504,370	3,404	-0.9%	Shares	Sole	2021-07-21
2021-03-31	$485,739	3,434	-1.5%	Shares	Sole	2021-05-04
2020-12-31	$517,122	3,487	-6.2%	Shares	Sole	2021-02-01
2020-09-30	$515,176	3,717	+2.5%	Shares	Sole	2020-11-03
2020-06-30	$479,442	3,625	+0.2%	Shares	Sole	2020-07-30
2020-03-31	$434,281	3,616	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.