LVW Advisors, LLC

Position in PEP — Pepsico Inc

CIK 1576053 PITTSFORD, NY

Position in PEP

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,868,384

-$457,394 QoQ

Shares Held

13,799

-7.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#1,397

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

LVW Advisors, LLC holds $4,122,952 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (45.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	24,203	$1,966,977
2	PEP	Pepsico Inc This page	13,799	$1,868,384
3	MNST	Monster Beverage Corp	5,984	$287,591

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,868,384	13,799	-7.9%	Shares	Sole	2026-07-15
2026-03-31	$2,325,778	14,977	-12.5%	Shares	Sole	2026-04-20
2025-12-31	$2,455,196	17,107	-6.6%	Shares	Sole	2026-01-14
2025-09-30	$2,572,299	18,316	+3.5%	Shares	Sole	2025-10-20
2025-06-30	$2,337,504	17,703	-1.9%	Shares	Sole	2025-07-17
2025-03-31	$2,705,667	18,045	-6.2%	Shares	Sole	2025-04-09
2024-12-31	$2,925,026	19,236	+6.5%	Shares	Sole	2025-01-16
2024-09-30	$3,070,762	18,058	-8.2%	Shares	Sole	2024-10-09
2024-06-30	$3,243,348	19,665	-4.6%	Shares	Sole	2024-07-15
2024-03-31	$3,608,181	20,617	-11.1%	Shares	Sole	2024-04-18
2023-12-31	$3,940,118	23,199	-6.8%	Shares	Sole	2024-01-16
2023-09-30	$4,215,836	24,881	-10.9%	Shares	Sole	2023-10-11
2023-06-30	$5,170,601	27,916	-9.9%	Shares	Sole	2023-07-14
2023-03-31	$5,646,924	30,976	-1.9%	Shares	Sole	2023-05-03
2022-12-31	$5,705,423	31,581	+0.4%	Shares	Sole	2023-01-19
2022-09-30	$5,133,057	31,441	+0.7%	Shares	Sole	2022-10-14
2022-06-30	$5,204,625	31,229	-2.0%	Shares	Sole	2022-07-22
2022-03-31	$5,333,563	31,865	-0.2%	Shares	Sole	2022-05-02
2021-12-31	$5,543,780	31,914	-4.4%	Shares	Sole	2022-01-26
2021-09-30	$5,019,181	33,370	+3.7%	Shares	Sole	2021-11-02
2021-06-30	$4,768,999	32,186	+1.1%	Shares	Sole	2021-07-15
2021-03-31	$4,504,475	31,845	+3.9%	Shares	Sole	2021-04-19
2020-12-31	$4,546,581	30,658	+0.5%	Shares	Sole	2021-02-04
2020-09-30	$4,229,101	30,513	+7.6%	Shares	Sole	2020-10-29
2020-06-30	$3,749,174	28,347	+5.5%	Shares	Sole	2020-08-11
2020-03-31	$3,226,366	26,864	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.