Focus Partners Wealth

Position in PEP — Pepsico Inc

CIK 1542153 ST LOUIS, MO

Position in PEP

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

Position Value

$259,413,943

-$171,273,865 QoQ

Shares Held

1,915,908

-30.9% QoQ

Ownership

0.140%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#82

of 3,401 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 73% Shared 0% None 27%

Consumer Defensive · as of Jun 30, 2026

Focus Partners Wealth holds $414,220,321 across 8 Beverages - Non-Alcoholic names. PEP ranks #1 (62.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc This page	1,915,908	$259,413,943
2	KO	Coca Cola Co	1,384,795	$112,542,289
3	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	159,540	$15,965,167
4	MNST	Monster Beverage Corp	242,928	$11,675,119
5	COKE	Coca-Cola Consolidated, Inc.	58,694	$11,205,858
6	KDP	Keurig Dr Pepper Inc.	76,009	$2,487,774
7	KOF	Coca Cola Femsa Sab De CV	6,424	$682,550
8	ZVIA	Zevia PBC	151,915	$247,621

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$259,413,943	1,915,908	-30.9%	Shares	Sole	2026-08-12
2026-03-31	$430,687,808	2,773,442	+41.5%	Shares	Sole	2026-05-15
2025-12-31	$281,382,441	1,960,580	+68.3%	Shares	Sole	2026-02-13
2025-09-30	$163,634,929	1,165,159	+3.7%	Shares	Sole	2025-11-14
2025-06-30	$148,400,548	1,123,906	+0.1%	Shares	Sole	2025-08-14
2025-03-31	$168,352,332	1,122,798	+0.3%	Shares	Sole	2025-05-20
2024-12-31	$170,248,048	1,119,611	+13.1%	Shares	Sole	2025-05-20
2024-09-30	$168,341,167	989,951	-56.2%	Shares	Sole	2024-11-14
2024-06-30	$372,461,088	2,258,298	+309.1%	Shares	Sole	2024-08-15
2024-03-31	$96,615,495	552,057	+20.5%	Shares	Sole	2024-05-16
2023-12-31	$77,798,269	458,068	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.