West Family Investments, Inc.

Position in PEP — Pepsico Inc

CIK 1568303 CARLSBAD, CA

Position in PEP

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

Position Value

$1,119,351

+$293,675 QoQ

Shares Held

8,267

+55.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,718

of 3,401 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

West Family Investments, Inc. holds $3,419,199 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (32.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	21,005	$1,707,076
2	PEP	Pepsico Inc This page	8,267	$1,119,351
3	MNST	Monster Beverage Corp	12,334	$592,772

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,119,351	8,267	+55.5%	Shares	Sole	2026-08-10
2026-03-31	$825,676	5,317	+4.0%	Shares	Sole	2026-05-07
2025-12-31	$733,674	5,112	-38.4%	Shares	Sole	2026-02-11
2025-09-30	$1,166,213	8,304	+102.2%	Shares	Sole	2025-11-12
2025-06-30	$542,288	4,107	-49.9%	Shares	Sole	2025-08-13
2025-03-31	$1,228,908	8,196	-12.2%	Shares	Sole	2025-05-02
2024-12-31	$1,419,023	9,332	-3.5%	Shares	Sole	2025-02-07
2024-09-30	$1,644,213	9,669	+2.5%	Shares	Sole	2024-11-08
2024-06-30	$1,556,444	9,437	-1.2%	Shares	Sole	2024-08-05
2024-03-31	$1,671,170	9,549	+6.2%	Shares	Sole	2024-05-13
2023-12-31	$1,527,710	8,995	-3.6%	Shares	Sole	2024-02-06
2023-09-30	$1,581,722	9,335	+1.1%	Shares	Sole	2023-11-02
2023-06-30	$1,709,580	9,230	+0.2%	Shares	Sole	2023-08-16
2023-03-31	$1,678,436	9,207	+0.5%	Shares	Sole	2023-05-03
2022-12-31	$1,654,845	9,160	+0.9%	Shares	Sole	2023-02-08
2022-09-30	$1,482,400	9,080	-2.7%	Shares	Sole	2022-11-04
2022-06-30	$1,555,271	9,332	+1.9%	Shares	Sole	2022-08-12
2022-03-31	$1,533,368	9,161	0.0%	Shares	Sole	2022-05-13
2021-12-31	$1,591,357	9,161	-4.8%	Shares	Sole	2022-02-15
2021-09-30	$1,447,395	9,623	+20.6%	Shares	Sole	2022-02-15
2021-06-30	$1,182,396	7,980	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.