Skip to main content
Equibles

Horizon Investments, LLC

Position in PEP — Pepsico Inc

CIK 1560717 Charlotte, NC
Back to PEP Full portfolio

Position in PEP

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$17,302,089
-$879,574 QoQ
Shares Held
127,785
+9.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 99% Shared 0% None 1%

Common Shares in PEP Over Time

Shares Held

Position Value (USD)

Position in Beverages - Non-Alcoholic

Consumer Defensive · as of Jun 30, 2026

Horizon Investments, LLC holds $62,326,172 across 8 Beverages - Non-Alcoholic names. PEP ranks #2 (27.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 KO
Coca Cola Co
 315,873 $25,670,998
2 PEP
Pepsico Inc
This page 		127,785 $17,302,089
3 MNST
Monster Beverage Corp
 190,248 $9,143,318
4 COKE
Coca-Cola Consolidated, Inc.
 30,730 $5,866,971
5 KDP
Keurig Dr Pepper Inc.
 42,819 $1,401,465
6 COCO
Vita Coco Company, Inc.
 17,652 $1,167,503
7 CCEP
COCA-COLA EUROPACIFIC PARTNERS plc
 10,891 $1,089,862
8 FIZZ
National Beverage Corp
 21,922 $683,966

All Filings in PEP

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $17,302,089 127,785
2026-03-31 $18,181,663 117,082
2025-12-31 $12,656,454 88,186
2025-09-30 $13,371,994 95,215
2025-06-30 $6,993,630 52,966
2025-03-31 $3,829,767 25,542
2024-12-31 $3,747,366 24,644
2024-09-30 $4,062,494 23,890
2024-06-30 $3,940,012 23,889
2024-03-31 $4,168,388 23,818
2023-12-31 $4,034,888 23,757
2023-09-30 $5,259,417 31,040
2023-06-30 $5,719,223 30,878
2023-03-31 $5,799,692 31,814
2022-12-31 $9,440,749 52,257
2022-09-30 $4,732,417 28,987
2022-06-30 $4,070,670 24,425
2022-03-31 $6,980,917 41,707
2021-12-31 $9,412,997 54,188
2021-09-30 $6,783,641 45,101
2021-06-30 $5,850,492 39,485
2021-03-31 $3,600,751 25,456
2020-09-30 $4,493,966 32,424
2020-06-30 $2,531,456 19,140
2020-03-31 $2,045,903 17,035