Prospera Financial Services Inc

Position in PEP — Pepsico Inc

CIK 1541625 Dallas, TX

Position in PEP

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

Position Value

$13,997,516

-$2,065,060 QoQ

Shares Held

103,379

-0.1% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#496

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

Prospera Financial Services Inc holds $22,778,476 across 5 Beverages - Non-Alcoholic names. PEP ranks #1 (61.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc This page	103,379	$13,997,516
2	KO	Coca Cola Co	93,101	$7,566,318
3	COKE	Coca-Cola Consolidated, Inc.	3,651	$697,048
4	MNST	Monster Beverage Corp	5,486	$263,657
5	KOF	Coca Cola Femsa Sab De CV	2,390	$253,937

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,997,516	103,379	-0.1%	Shares	Sole	2026-07-15
2026-03-31	$16,062,576	103,436	-1.2%	Shares	Sole	2026-04-14
2025-12-31	$15,021,951	104,668	-2.9%	Shares	Sole	2026-02-09
2025-09-30	$15,146,032	107,847	-3.7%	Shares	Sole	2025-11-06
2025-06-30	$14,780,161	111,937	-10.5%	Shares	Sole	2025-08-06
2025-03-31	$18,754,795	125,082	+8.6%	Shares	Sole	2025-05-15
2024-12-31	$17,519,288	115,213	+4.4%	Shares	Sole	2025-02-13
2024-09-30	$18,766,888	110,361	+11.6%	Shares	Sole	2024-11-07
2024-06-30	$16,303,495	98,851	+3.8%	Shares	Sole	2024-08-13
2024-03-31	$16,668,127	95,241	-2.5%	Shares	Sole	2024-08-13
2023-12-31	$16,592,179	97,693	+2.1%	Shares	Sole	2024-02-14
2023-09-30	$16,206,597	95,648	+21.3%	Shares	Sole	2023-11-13
2023-06-30	$14,601,077	78,831	+11.1%	Shares	Sole	2023-08-08
2023-03-31	$12,931,815	70,937	+44.6%	Shares	Sole	2023-05-12
2022-12-31	$8,861,373	49,050	-8.6%	Shares	Sole	2023-02-08
2022-09-30	$8,759,878	53,656	+1.6%	Shares	Sole	2022-10-27
2022-06-30	$8,797,314	52,786	+2.4%	Shares	Sole	2022-08-08
2022-03-31	$8,626,430	51,538	+8.0%	Shares	Sole	2022-05-04
2021-12-31	$8,291,525	47,732	+6.8%	Shares	Sole	2022-02-10
2021-09-30	$6,723,026	44,698	-0.2%	Shares	Sole	2021-11-12
2021-06-30	$6,638,164	44,801	+3.5%	Shares	Sole	2021-08-16
2021-03-31	$6,124,643	43,299	+5.2%	Shares	Sole	2021-05-06
2020-12-31	$6,102,989	41,153	+43679.8%	Shares	Sole	2021-02-12
2020-09-30	$13,028	94	-99.8%	Shares	Sole	2020-11-04
2020-06-30	$5,008,686	37,870	+2.3%	Shares	Sole	2020-08-10
2020-03-31	$4,445,261	37,013	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.