FINANCIAL CONSULATE, INC

Position in PEP — Pepsico Inc

CIK 1624510 HUNT VALLEY, MD

Position in PEP

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$398,346

-$77,151 QoQ

Shares Held

2,942

-3.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,073

of 1,472 holders

Holding Since

Jun 2020

16 quarters on record

Voting authority Sole 23% Shared 0% None 77%

Consumer Defensive · as of Jun 30, 2026

FINANCIAL CONSULATE, INC holds $768,325 across 9 Beverages - Non-Alcoholic names. PEP ranks #1 (51.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc This page	2,942	$398,346
2	KO	Coca Cola Co	4,123	$335,076
3	PRMB	Primo Brands Corp	831	$20,309
4	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	64	$6,404
5	KDP	Keurig Dr Pepper Inc.	83	$2,716
6	BRFH	Barfresh Food Group Inc.	1,353	$2,706
7	COCO	Vita Coco Company, Inc.	23	$1,521
8	MNST	Monster Beverage Corp	11	$1,057

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$398,346	2,942	-3.9%	Shares	Sole	2026-07-23
2026-03-31	$475,497	3,062	-10.7%	Shares	Sole	2026-04-21
2025-12-31	$492,273	3,430	-2.1%	Shares	Sole	2026-01-22
2025-09-30	$492,101	3,504	+181.7%	Shares	Sole	2025-10-21
2023-03-31	$226,781	1,244	-15.5%	Shares	Other	2023-04-17
2022-12-31	$265,931	1,472	+0.1%	Shares	Other	2023-01-11
2022-09-30	$240,155	1,471	+0.1%	Shares	Other	2022-10-20
2022-06-30	$244,990	1,470	+0.2%	Shares	Other	2022-07-19
2022-03-31	$245,546	1,467	-11.0%	Shares	Other	2022-04-28
2021-12-31	$286,274	1,648	-0.4%	Shares	Sole	2022-02-07
2021-09-30	$248,928	1,655	-4.7%	Shares	Other	2021-10-19
2021-06-30	$257,223	1,736	+0.2%	Shares	Other	2021-07-22
2021-03-31	$245,132	1,733	+0.2%	Shares	Other	2021-04-19
2020-12-31	$256,559	1,730	+13.4%	Shares	Other	2021-01-29
2020-09-30	$211,365	1,525	-7.7%	Shares	Other	2020-10-20
2020-06-30	$218,493	1,652	—	Shares	Other	2020-07-22
No filing history on record for this holder in this stock.