EP Wealth Advisors, LLC

Position in PEP — Pepsico Inc

CIK 1540569 TORRANCE, CA

Position in PEP

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$50,347,406

-$17,679,707 QoQ

Shares Held

371,842

-15.1% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#245

of 3,394 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 79% Shared 0% None 21%

Consumer Defensive · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $69,300,221 across 5 Beverages - Non-Alcoholic names. PEP ranks #1 (72.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc This page	371,842	$50,347,406
2	KO	Coca Cola Co	144,275	$11,725,229
3	MNST	Monster Beverage Corp	125,864	$6,049,023
4	COKE	Coca-Cola Consolidated, Inc.	4,945	$944,099
5	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	2,343	$234,464

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$50,347,406	371,842	-15.1%	Shares	Sole	2026-08-12
2026-03-31	$68,027,113	438,065	+0.4%	Shares	Sole	2026-05-14
2025-12-31	$62,642,174	436,470	+13.8%	Shares	Sole	2026-02-18
2025-06-30	$50,664,936	383,709	+6.0%	Shares	Sole	2025-08-14
2025-03-31	$54,251,740	361,823	+2.9%	Shares	Sole	2025-05-15
2024-12-31	$53,467,793	351,623	-0.3%	Shares	Sole	2025-02-14
2024-09-30	$59,995,170	352,809	+6.3%	Shares	Sole	2024-11-15
2024-06-30	$54,751,647	331,969	+4.1%	Shares	Sole	2024-08-19
2024-03-31	$55,826,439	318,990	+4.2%	Shares	Sole	2024-05-14
2023-12-31	$52,005,857	306,205	+0.4%	Shares	Sole	2024-02-28
2023-09-30	$51,683,605	305,026	+16678.1%	Shares	Sole	2023-11-24
2023-06-30	$336,729	1,818	-63.4%	Shares	Sole	2023-08-14
2023-03-31	$905,484	4,967	-98.2%	Shares	Sole	2023-06-05
2022-12-31	$50,823,813	281,323	+0.7%	Shares	Sole	2023-06-12
2022-09-30	$45,609,619	279,368	+10.4%	Shares	Sole	2022-12-02
2022-06-30	$42,157,646	252,956	+3.1%	Shares	Sole	2022-08-11
2022-03-31	$41,074,884	245,399	+2.7%	Shares	Sole	2022-05-20
2021-12-31	$41,507,135	238,945	+3.4%	Shares	Sole	2022-02-17
2021-09-30	$34,758,848	231,094	+6.0%	Shares	Sole	2021-11-23
2021-06-30	$32,288,021	217,912	+8.1%	Shares	Sole	2021-08-24
2021-03-31	$28,509,813	201,554	+20.4%	Shares	Sole	2021-05-17
2020-12-31	$24,820,822	167,369	+6.5%	Shares	Sole	2021-02-18
2020-09-30	$21,789,306	157,210	+2.9%	Shares	Sole	2020-11-17
2020-06-30	$20,208,534	152,794	-0.4%	Shares	Sole	2020-08-14
2020-03-31	$18,426,342	153,425	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.