Annex Advisory Services, LLC

Position in PEP — Pepsico Inc

CIK 1542287 BROOKFIELD, WI

Position in PEP

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$873,465

-$103,774 QoQ

Shares Held

6,451

+2.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,901

of 3,394 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Annex Advisory Services, LLC holds $10,270,832 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MNST	Monster Beverage Corp	177,770	$8,543,626
2	PEP	Pepsico Inc This page	6,451	$873,465
3	KO	Coca Cola Co	10,505	$853,741

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$873,465	6,451	+2.5%	Shares	Sole	2026-07-10
2026-03-31	$977,239	6,293	-3.7%	Shares	Sole	2026-04-16
2025-12-31	$937,616	6,533	+34.3%	Shares	Sole	2026-01-26
2025-09-30	$683,381	4,866	+0.3%	Shares	Sole	2025-10-17
2025-06-30	$640,526	4,851	-12.8%	Shares	Sole	2025-07-11
2025-03-31	$834,416	5,565	+4.5%	Shares	Sole	2025-04-11
2024-12-31	$809,567	5,324	-3.3%	Shares	Sole	2025-01-16
2024-09-30	$936,635	5,508	+4.6%	Shares	Sole	2024-10-10
2024-06-30	$868,356	5,265	-0.2%	Shares	Sole	2024-07-12
2024-03-31	$923,352	5,276	-5.1%	Shares	Sole	2024-04-12
2023-12-31	$944,650	5,562	+6.6%	Shares	Sole	2024-02-13
2023-09-30	$884,307	5,219	+1.0%	Shares	Sole	2023-11-01
2023-06-30	$957,216	5,168	-0.6%	Shares	Sole	2023-07-24
2023-03-31	$947,413	5,197	+9.7%	Shares	Sole	2023-04-27
2022-12-31	$855,786	4,737	-1.5%	Shares	Sole	2023-01-30
2022-09-30	$785,443	4,811	-41.7%	Shares	Sole	2022-10-24
2022-06-30	$1,374,445	8,247	+7.0%	Shares	Sole	2022-07-27
2022-03-31	$1,290,667	7,711	+2.6%	Shares	Sole	2022-04-13
2021-12-31	$1,305,778	7,517	+10.2%	Shares	Sole	2022-01-31
2021-09-30	$1,025,645	6,819	-0.3%	Shares	Sole	2021-10-18
2021-06-30	$1,013,334	6,839	-3.2%	Shares	Sole	2021-07-29
2021-03-31	$999,485	7,066	+4.1%	Shares	Sole	2021-04-22
2020-12-31	$1,006,660	6,788	+4.5%	Shares	Sole	2021-01-28
2020-09-30	$900,484	6,497	+0.0%	Shares	Sole	2020-10-23
2020-06-30	$859,028	6,495	+6.5%	Shares	Sole	2020-07-21
2020-03-31	$732,730	6,101	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.