Dakota Wealth Management

Position in PEP — Pepsico Inc

CIK 1631353 PALM BEACH GARDENS, FL

Position in PEP

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$8,528,169

-$2,179,387 QoQ

Shares Held

62,985

-8.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#648

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

Dakota Wealth Management holds $16,330,602 across 3 Beverages - Non-Alcoholic names. PEP ranks #1 (52.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc This page	62,985	$8,528,169
2	KO	Coca Cola Co	68,178	$5,540,826
3	MNST	Monster Beverage Corp	47,058	$2,261,607

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,528,169	62,985	-8.7%	Shares	Defined	2026-08-07
2026-03-31	$10,707,556	68,952	-3.6%	Shares	Defined	2026-05-07
2025-12-31	$10,261,680	71,500	+37.2%	Shares	Defined	2026-01-13
2025-09-30	$7,317,204	52,102	-8.1%	Shares	Sole	2025-11-10
2025-06-30	$7,484,555	56,684	-11.4%	Shares	Defined	2025-07-16
2025-03-31	$9,595,410	63,995	-21.5%	Shares	Defined	2025-05-02
2024-12-31	$12,398,364	81,536	-6.8%	Shares	Defined	2025-01-17
2024-09-30	$14,881,925	87,515	-1.8%	Shares	Defined	2024-10-23
2024-06-30	$14,702,354	89,143	-0.6%	Shares	Defined	2024-07-22
2024-03-31	$15,691,221	89,659	+26.4%	Shares	Defined	2024-04-24
2023-12-31	$12,047,260	70,933	-19.5%	Shares	Defined	2024-01-30
2023-09-30	$14,929,357	88,110	-5.0%	Shares	Other	2023-10-24
2023-06-30	$17,185,451	92,784	+18.8%	Shares	Other	2023-07-31
2023-03-31	$14,232,707	78,073	+6.3%	Shares	Other	2023-04-14
2022-12-31	$13,272,005	73,464	+22.1%	Shares	Other	2023-02-08
2022-09-30	$9,823,517	60,171	+9.5%	Shares	Other	2022-11-10
2022-06-30	$9,157,466	54,947	-0.0%	Shares	Sole	2022-08-05
2022-03-31	$9,198,032	54,953	+413.9%	Shares	Sole	2022-05-13
2021-12-31	$1,857,653	10,694	-3.0%	Shares	Other	2022-02-10
2021-09-30	$1,657,667	11,021	+16.7%	Shares	Other	2021-11-15
2021-06-30	$1,399,761	9,447	-8.6%	Shares	Sole	2021-08-02
2021-03-31	$1,462,168	10,337	-33.4%	Shares	Sole	2021-05-10
2020-12-31	$2,300,133	15,510	+2.9%	Shares	Other	2021-02-12
2020-09-30	$2,088,840	15,071	+3.6%	Shares	Other	2020-11-04
2020-06-30	$1,924,779	14,553	-12.2%	Shares	Other	2020-08-07
2020-03-31	$1,991,258	16,580	—	Shares	Other	2020-04-29
No filing history on record for this holder in this stock.