Position in PEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$466,453
-$70,850 QoQ
Shares Held
3,445
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,376
of 3,394 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Capital Wealth Planning, LLC holds $485,696,545 across 2 Beverages - Non-Alcoholic names. PEP ranks #2 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
5,970,593 | $485,230,092 | |
| 2 | PEP |
Pepsico Inc
This page
|
3,445 | $466,453 |
All Filings in PEP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,453 | 3,445 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $537,303 | 3,460 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,971,293 | 20,703 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,820,663 | 12,964 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $280,452 | 2,124 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $558,375 | 3,724 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $428,505 | 2,818 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,647,847 | 15,571 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $757,853 | 4,595 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $724,366 | 4,139 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $627,049 | 3,692 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $675,557 | 3,987 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $679,757 | 3,670 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $628,388 | 3,447 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $739,622 | 4,094 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $669,366 | 4,100 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,054,124 | 6,325 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $684,082 | 4,087 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,041,391 | 5,995 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $813,266 | 5,407 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $873,462 | 5,895 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $3,050,793 | 21,568 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $79,377,426 | 535,249 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $63,053,852 | 454,934 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $82,289,526 | 622,180 | Shares | Other | 2020-08-14 | |
| 2020-03-31 | $70,724,007 | 588,876 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||