Avior Wealth Management, LLC

Position in PEP — Pepsico Inc

CIK 1599868 OMAHA, NE

Position in PEP

as of Mar 31, 2026 · filed Apr 9, 2026 Compact

Position Value

$2,544,426

+$276,093 QoQ

Shares Held

16,385

+3.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

Avior Wealth Management, LLC holds $6,283,197 across 5 Beverages - Non-Alcoholic names. PEP ranks #1 (40.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc This page	16,385	$2,544,426
2	MNST	Monster Beverage Corp	20,375	$1,476,372
3	KO	Coca Cola Co	19,306	$1,468,221
4	FIZZ	National Beverage Corp	12,818	$431,325
5	CELH	Celsius Holdings, Inc.	10,227	$362,853

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,544,426	16,385	+3.7%	Shares	Sole	2026-04-09
2025-12-31	$2,268,333	15,805	-12.7%	Shares	Sole	2026-01-06
2025-09-30	$2,542,104	18,101	+3.5%	Shares	Sole	2025-11-14
2025-06-30	$2,309,775	17,493	+9.6%	Shares	Sole	2025-07-17
2025-03-31	$2,392,442	15,956	-3.4%	Shares	Sole	2025-04-21
2024-12-31	$2,512,487	16,523	-9.8%	Shares	Sole	2025-01-17
2024-09-30	$3,114,125	18,313	+4.0%	Shares	Sole	2024-11-08
2024-06-30	$2,904,417	17,610	-11.6%	Shares	Sole	2024-08-13
2024-03-31	$3,487,424	19,927	+22.3%	Shares	Sole	2024-04-30
2023-12-31	$2,767,372	16,294	+0.1%	Shares	Sole	2024-01-30
2023-09-30	$2,758,144	16,278	-0.3%	Shares	Sole	2023-10-17
2023-06-30	$3,022,790	16,320	+6.5%	Shares	Sole	2023-07-19
2023-03-31	$2,794,659	15,330	+2.3%	Shares	Sole	2023-05-10
2022-12-31	$2,707,551	14,987	-0.2%	Shares	Sole	2023-02-14
2022-09-30	$2,452,818	15,024	+0.1%	Shares	Sole	2022-10-26
2022-06-30	$2,501,733	15,011	-4.5%	Shares	Sole	2022-08-10
2022-03-31	$2,631,548	15,722	+3.3%	Shares	Sole	2022-05-13
2021-12-31	$2,642,997	15,215	-1.5%	Shares	Sole	2022-02-14
2021-09-30	$2,322,480	15,441	+0.4%	Shares	Sole	2021-11-02
2021-06-30	$2,278,113	15,375	+0.6%	Shares	Sole	2021-07-27
2021-03-31	$2,160,931	15,277	-3.9%	Shares	Sole	2021-05-11
2020-12-31	$2,358,266	15,902	+1.0%	Shares	Sole	2021-02-09
2020-09-30	$2,181,979	15,743	+20.0%	Shares	Sole	2020-10-20
2020-06-30	$1,734,589	13,115	+3.6%	Shares	Sole	2020-07-02
2020-03-31	$1,520,826	12,663	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.