Position in PEP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$6,057,117
-$1,062,462 QoQ
Shares Held
44,735
-2.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#805
of 3,394 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026SVB WEALTH LLC holds $11,956,666 across 2 Beverages - Non-Alcoholic names. PEP ranks #1 (50.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
This page
|
44,735 | $6,057,117 | |
| 2 | KO |
Coca Cola Co
|
72,592 | $5,899,549 |
All Filings in PEP
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,057,117 | 44,735 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $7,119,579 | 45,847 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $7,418,691 | 51,691 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $7,488,118 | 53,319 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $6,662,868 | 50,461 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $14,373,622 | 94,526 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $16,079,519 | 97,493 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $17,338,064 | 99,069 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $10,703,656 | 63,022 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $11,918,069 | 70,338 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $13,292,497 | 71,766 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $18,360,891 | 100,718 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $19,739,272 | 109,262 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $18,162,347 | 111,248 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $20,531,011 | 123,191 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $36,069,551 | 215,495 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $35,486,173 | 204,284 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $31,050,488 | 206,439 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $30,723,493 | 207,353 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $29,696,719 | 209,945 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $30,792,566 | 207,637 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $28,335,661 | 204,442 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $26,215,386 | 198,211 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $21,425,239 | 178,395 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||