United Asset Strategies, Inc.

Position in PEP — Pepsico Inc

CIK 1539948 GARDEN CITY, NY

Position in PEP

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$6,487,826

+$2,006,778 QoQ

Shares Held

47,916

+66.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#768

of 3,394 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 78% Shared 0% None 22%

Consumer Defensive · as of Jun 30, 2026

United Asset Strategies, Inc. holds $22,325,651 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (29.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MNST	Monster Beverage Corp	292,026	$14,034,769
2	PEP	Pepsico Inc This page	47,916	$6,487,826
3	KO	Coca Cola Co	22,186	$1,803,056

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,487,826	47,916	+66.1%	Shares	Sole	2026-07-13
2026-03-31	$4,481,048	28,856	+22.9%	Shares	Sole	2026-04-29
2025-12-31	$3,370,280	23,483	-6.7%	Shares	Sole	2026-01-28
2025-09-30	$3,536,138	25,179	+17.3%	Shares	Sole	2025-10-23
2025-06-30	$2,833,974	21,463	+2.6%	Shares	Sole	2025-08-08
2025-03-31	$3,135,545	20,912	+68.7%	Shares	Sole	2025-05-14
2024-12-31	$1,884,783	12,395	+2.5%	Shares	Sole	2025-01-22
2024-09-30	$2,056,244	12,092	-0.0%	Shares	Sole	2024-10-28
2024-06-30	$1,994,663	12,094	-4.4%	Shares	Sole	2024-08-01
2024-03-31	$2,214,926	12,656	-4.3%	Shares	Sole	2024-04-23
2023-12-31	$2,244,945	13,218	-2.2%	Shares	Sole	2024-01-30
2023-09-30	$2,289,981	13,515	-5.2%	Shares	Sole	2023-11-07
2023-06-30	$2,639,570	14,251	-16.7%	Shares	Sole	2023-07-25
2023-03-31	$3,119,882	17,114	+1.7%	Shares	Sole	2023-07-25
2022-12-31	$3,041,230	16,834	+1.1%	Shares	Sole	2023-01-26
2022-09-30	$2,718,605	16,652	+1.2%	Shares	Sole	2022-10-24
2022-06-30	$2,741,723	16,451	-43.8%	Shares	Sole	2022-08-15
2022-03-31	$4,895,697	29,249	+3.2%	Shares	Sole	2022-04-29
2021-12-31	$4,922,072	28,335	+2.1%	Shares	Sole	2022-01-31
2021-09-30	$4,173,275	27,746	+2.3%	Shares	Sole	2021-10-21
2021-06-30	$4,020,444	27,134	+16.9%	Shares	Sole	2021-07-19
2021-03-31	$3,282,913	23,209	+6.4%	Shares	Sole	2021-04-27
2020-12-31	$3,234,571	21,811	-3.9%	Shares	Sole	2021-02-05
2020-09-30	$3,144,418	22,687	-2.3%	Shares	Sole	2020-11-03
2020-06-30	$3,070,283	23,214	+38.0%	Shares	Sole	2020-08-03
2020-03-31	$2,020,442	16,823	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.