Capital Analysts, LLC

Position in PEP — Pepsico Inc

CIK 1624758 FORT WASHINGTON, PA

Position in PEP

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,311,348

-$154,434 QoQ

Shares Held

9,685

+2.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,616

of 3,394 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Capital Analysts, LLC holds $6,948,838 across 5 Beverages - Non-Alcoholic names. PEP ranks #2 (18.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	66,777	$5,426,966
2	PEP	Pepsico Inc This page	9,685	$1,311,348
3	KOF	Coca Cola Femsa Sab De CV	1,073	$114,006
4	MNST	Monster Beverage Corp	1,696	$81,509
5	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	150	$15,009

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,311,348	9,685	+2.6%	Shares	Defined	2026-08-05
2026-03-31	$1,465,782	9,439	-5.0%	Shares	Defined	2026-05-14
2025-09-30	$1,394,849	9,932	+11.9%	Shares	Defined	2025-11-14
2025-06-30	$1,171,854	8,875	-73.4%	Shares	Defined	2025-08-13
2025-03-31	$5,007,395	33,396	+18.4%	Shares	Defined	2025-05-14
2024-12-31	$4,289,003	28,206	-1.2%	Shares	Defined	2025-02-14
2024-09-30	$4,854,586	28,548	-3.7%	Shares	Defined	2024-11-13
2024-06-30	$4,889,514	29,646	+1.5%	Shares	Defined	2024-08-14
2024-03-31	$5,110,116	29,199	-1.7%	Shares	Defined	2024-05-14
2023-12-31	$5,046,285	29,712	+3.1%	Shares	Defined	2024-01-30
2023-09-30	$4,882,752	28,817	+0.1%	Shares	Defined	2023-11-13
2023-06-30	$5,331,001	28,782	-2.8%	Shares	Defined	2023-08-11
2023-03-31	$5,399,178	29,617	+1.6%	Shares	Defined	2023-05-05
2022-12-31	$5,265,154	29,144	+0.5%	Shares	Defined	2023-02-08
2022-09-30	$4,732,580	28,988	+1.5%	Shares	Defined	2022-11-14
2022-06-30	$4,760,976	28,567	+0.7%	Shares	Defined	2022-08-12
2022-03-31	$4,750,410	28,381	+0.9%	Shares	Defined	2022-05-12
2021-12-31	$4,886,462	28,130	-3.3%	Shares	Defined	2022-02-10
2021-09-30	$4,374,674	29,085	-0.6%	Shares	Defined	2021-11-04
2021-06-30	$4,334,267	29,252	-1.9%	Shares	Defined	2021-11-15
2021-03-31	$4,216,624	29,810	+22.0%	Shares	Defined	2021-05-17
2020-12-31	$3,623,265	24,432	+0.4%	Shares	Sole	2021-02-16
2020-09-30	$3,374,355	24,346	-2.8%	Shares	Sole	2020-11-12
2020-06-30	$3,311,261	25,036	-1.0%	Shares	Sole	2020-08-07
2020-03-31	$3,036,968	25,287	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.