Heritage Wealth Advisors

Position in PEP — Pepsico Inc

CIK 1591122 RICHMOND, VA

Position in PEP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,820,994

-$397,168 QoQ

Shares Held

13,449

-5.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,411

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

Heritage Wealth Advisors holds $3,240,532 across 3 Beverages - Non-Alcoholic names. PEP ranks #1 (56.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc This page	13,449	$1,820,994
2	KO	Coca Cola Co	17,409	$1,414,829
3	MNST	Monster Beverage Corp	98	$4,709

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,820,994	13,449	-5.8%	Shares	Sole	2026-08-14
2026-03-31	$2,218,162	14,284	-21.6%	Shares	Sole	2026-05-14
2025-12-31	$2,615,364	18,223	-5.4%	Shares	Sole	2026-02-13
2025-09-30	$2,705,576	19,265	-93.2%	Shares	Sole	2025-11-13
2025-06-30	$37,336,026	282,763	-1.7%	Shares	Sole	2025-08-11
2025-03-31	$43,140,586	287,719	+6.1%	Shares	Sole	2025-05-08
2024-12-31	$41,226,203	271,118	+2.5%	Shares	Sole	2025-02-12
2024-09-30	$44,958,329	264,383	+4.4%	Shares	Sole	2024-11-12
2024-06-30	$41,778,748	253,312	+4.7%	Shares	Sole	2024-12-12
2024-03-31	$42,358,195	242,033	+7.1%	Shares	Sole	2024-12-12
2023-12-31	$38,365,497	225,892	+0.6%	Shares	Sole	2024-12-12
2023-09-30	$38,048,429	224,554	+2.0%	Shares	Sole	2024-12-12
2023-06-30	$40,773,589	220,136	+1.8%	Shares	Sole	2024-12-12
2023-03-31	$39,413,442	216,201	+5.2%	Shares	Sole	2023-05-04
2022-12-31	$37,113,164	205,431	+4.1%	Shares	Sole	2024-12-12
2022-09-30	$32,217,238	197,337	+3.6%	Shares	Sole	2024-12-12
2022-06-30	$31,750,563	190,511	+25.6%	Shares	Sole	2022-08-04
2022-03-31	$25,388,700	151,683	+7.9%	Shares	Sole	2022-05-11
2021-12-31	$24,427,273	140,621	+6.6%	Shares	Sole	2022-03-28
2021-09-30	$19,838,477	131,896	+4.9%	Shares	Sole	2021-11-02
2021-06-30	$18,631,636	125,745	+6.6%	Shares	Sole	2021-08-09
2021-03-31	$16,681,764	117,934	+16.2%	Shares	Sole	2021-04-27
2020-12-31	$15,046,962	101,463	+7.1%	Shares	Sole	2021-02-01
2020-09-30	$13,127,083	94,712	-0.1%	Shares	Sole	2020-11-03
2020-06-30	$12,535,073	94,776	+29.4%	Shares	Sole	2020-07-17
2020-03-31	$8,796,244	73,241	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.