Horizon Investments, LLC

Position in PEP — Pepsico Inc

CIK 1560717 Charlotte, NC

Position in PEP

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$18,181,663

+$5,525,209 QoQ

Shares Held

117,082

+32.8% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 98.57706564629918.ToString("F0")% Shared 0.ToString("F0")% None 1.422934353700825.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

Horizon Investments, LLC holds $58,936,980 across 7 Beverages - Non-Alcoholic names. PEP ranks #2 (30.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	322,227	$24,505,363
2	PEP	Pepsico Inc This page	117,082	$18,181,663
3	COKE	Coca-Cola Consolidated, Inc.	39,216	$7,519,275
4	MNST	Monster Beverage Corp	96,086	$6,962,391
5	KDP	Keurig Dr Pepper Inc.	42,310	$1,114,022
6	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	7,212	$653,912
7	CELH	Celsius Holdings, Inc.	10	$354

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$18,181,663	117,082	+32.8%	Shares	Sole	2026-05-15
2025-12-31	$12,656,454	88,186	-7.4%	Shares	Sole	2026-02-02
2025-09-30	$13,371,994	95,215	+79.8%	Shares	Sole	2025-11-14
2025-06-30	$6,993,630	52,966	+107.4%	Shares	Sole	2025-08-14
2025-03-31	$3,829,767	25,542	+3.6%	Shares	Sole	2025-05-13
2024-12-31	$3,747,366	24,644	+3.2%	Shares	Sole	2025-02-10
2024-09-30	$4,062,494	23,890	+0.0%	Shares	Sole	2024-11-13
2024-06-30	$3,940,012	23,889	+0.3%	Shares	Sole	2024-08-09
2024-03-31	$4,168,388	23,818	+0.3%	Shares	Sole	2024-05-15
2023-12-31	$4,034,888	23,757	-23.5%	Shares	Sole	2024-02-14
2023-09-30	$5,259,417	31,040	+0.5%	Shares	Sole	2023-11-14
2023-06-30	$5,719,223	30,878	-2.9%	Shares	Sole	2023-08-14
2023-03-31	$5,799,692	31,814	-39.1%	Shares	Sole	2023-05-15
2022-12-31	$9,440,749	52,257	+80.3%	Shares	Sole	2023-02-14
2022-09-30	$4,732,417	28,987	+18.7%	Shares	Sole	2022-11-14
2022-06-30	$4,070,670	24,425	-41.4%	Shares	Sole	2022-08-12
2022-03-31	$6,980,917	41,707	-23.0%	Shares	Sole	2022-05-16
2021-12-31	$9,412,997	54,188	+20.1%	Shares	Sole	2022-02-15
2021-09-30	$6,783,641	45,101	+14.2%	Shares	Sole	2021-11-15
2021-06-30	$5,850,492	39,485	+55.1%	Shares	Sole	2021-08-13
2021-03-31	$3,600,751	25,456	-21.5%	Shares	Sole	2021-05-14
2020-09-30	$4,493,966	32,424	+69.4%	Shares	Sole	2020-11-16
2020-06-30	$2,531,456	19,140	+12.4%	Shares	Sole	2020-08-13
2020-03-31	$2,045,903	17,035	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.