Capital Advisors, Ltd. LLC

Position in PEP — Pepsico Inc

CIK 1597878 SHAKER HEIGHTS, OH

Position in PEP

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$522,237

-$101,097 QoQ

Shares Held

3,857

-3.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#2,288

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

Capital Advisors, Ltd. LLC holds $934,193 across 5 Beverages - Non-Alcoholic names. PEP ranks #1 (55.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc This page	3,857	$522,237
2	KO	Coca Cola Co	4,343	$352,955
3	MNST	Monster Beverage Corp	666	$32,007
4	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	189	$18,913
5	CELH	Celsius Holdings, Inc.	276	$8,081

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$522,237	3,857	-3.9%	Shares	Sole	2026-07-16
2026-03-31	$623,334	4,014	+1.1%	Shares	Sole	2026-04-16
2025-12-31	$569,917	3,971	+2.1%	Shares	Sole	2026-01-21
2025-09-30	$546,171	3,889	+0.1%	Shares	Sole	2025-10-16
2025-06-30	$513,239	3,887	-0.5%	Shares	Sole	2025-07-24
2025-03-31	$585,965	3,908	+0.5%	Shares	Sole	2025-04-15
2024-12-31	$591,513	3,890	+0.3%	Shares	Sole	2025-02-04
2024-09-30	$659,283	3,877	-0.6%	Shares	Sole	2024-10-24
2024-06-30	$643,556	3,902	-1.5%	Shares	Sole	2024-07-25
2024-03-31	$693,214	3,961	+3.6%	Shares	Sole	2024-04-18
2023-12-31	$649,128	3,822	-2.8%	Shares	Sole	2024-02-02
2023-09-30	$666,068	3,931	+0.5%	Shares	Sole	2023-10-27
2023-06-30	$724,765	3,913	+23.7%	Shares	Sole	2023-07-26
2023-03-31	$576,614	3,163	-18.5%	Shares	Sole	2023-05-03
2022-12-31	$566	3,881	+24.2%	Shares	Sole	2023-02-07
2022-09-30	$510,350	3,126	-0.4%	Shares	Sole	2022-11-09
2022-06-30	$523,145	3,139	0.0%	Shares	Sole	2022-08-05
2022-03-31	$525,405	3,139	-0.3%	Shares	Sole	2022-05-09
2021-12-31	$546,839	3,148	+6.1%	Shares	Sole	2022-02-08
2021-09-30	$446,266	2,967	-4.0%	Shares	Sole	2021-11-12
2021-06-30	$457,993	3,091	0.0%	Shares	Sole	2021-08-10
2021-03-31	$437,221	3,091	0.0%	Shares	Sole	2021-05-13
2020-12-31	$458,395	3,091	0.0%	Shares	Sole	2021-02-10
2020-09-30	$428,412	3,091	+0.0%	Shares	Sole	2020-11-03
2020-06-30	$408,683	3,090	+0.0%	Shares	Sole	2020-08-06
2020-03-31	$370,988	3,089	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.