JFS WEALTH ADVISORS, LLC

Position in PEP — Pepsico Inc

CIK 1568068 HERMITAGE, PA

Position in PEP

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

Position Value

$2,275,667

-$334,292 QoQ

Shares Held

16,807

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#1,286

of 3,394 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

JFS WEALTH ADVISORS, LLC holds $4,535,339 across 7 Beverages - Non-Alcoholic names. PEP ranks #1 (50.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc This page	16,807	$2,275,667
2	KO	Coca Cola Co	27,042	$2,197,703
3	MNST	Monster Beverage Corp	608	$29,220
4	COKE	Coca-Cola Consolidated, Inc.	91	$17,373
5	KDP	Keurig Dr Pepper Inc.	388	$12,699
6	KOF	Coca Cola Femsa Sab De CV	23	$2,443
7	CELH	Celsius Holdings, Inc.	8	$234

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,275,667	16,807	0.0%	Shares	Sole	2026-07-10
2026-03-31	$2,609,959	16,807	-1.1%	Shares	Sole	2026-04-21
2025-12-31	$2,440,127	17,002	+0.8%	Shares	Sole	2026-01-14
2025-09-30	$2,368,239	16,863	-0.6%	Shares	Sole	2025-11-10
2025-06-30	$2,239,926	16,964	-3.7%	Shares	Sole	2025-07-24
2025-03-31	$2,642,392	17,623	+1.8%	Shares	Sole	2025-04-22
2024-12-31	$2,631,246	17,304	-2.3%	Shares	Sole	2025-01-31
2024-09-30	$3,011,245	17,708	+65.3%	Shares	Sole	2024-10-25
2024-06-30	$1,766,895	10,713	+0.2%	Shares	Sole	2024-07-15
2024-03-31	$1,871,556	10,694	-1.0%	Shares	Sole	2024-04-30
2023-12-31	$1,834,272	10,800	-1.1%	Shares	Sole	2024-02-07
2023-09-30	$1,849,776	10,917	-0.9%	Shares	Sole	2023-11-02
2023-06-30	$2,040,383	11,016	-2.7%	Shares	Sole	2023-08-07
2023-03-31	$2,063,636	11,320	-4.5%	Shares	Sole	2023-04-19
2022-12-31	$2,141,182	11,852	-1.2%	Shares	Sole	2023-02-13
2022-09-30	$1,958,303	11,995	-1.3%	Shares	Sole	2022-10-21
2022-06-30	$2,025,418	12,153	+5.9%	Shares	Sole	2022-08-02
2022-03-31	$1,921,020	11,477	-0.8%	Shares	Sole	2022-05-02
2021-12-31	$2,009,129	11,566	+3.8%	Shares	Sole	2022-02-03
2021-09-30	$1,675,567	11,140	+4.5%	Shares	Sole	2021-11-09
2021-06-30	$1,579,936	10,663	-1.2%	Shares	Sole	2021-08-04
2021-03-31	$1,526,386	10,791	-0.0%	Shares	Sole	2021-04-28
2020-12-31	$1,600,453	10,792	-9.9%	Shares	Sole	2021-02-01
2020-09-30	$1,660,982	11,984	-0.6%	Shares	Sole	2020-10-28
2020-06-30	$1,593,865	12,051	-3.8%	Shares	Sole	2020-08-05
2020-03-31	$1,504,612	12,528	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.