Position in PEP
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$2,780,001
+$195,780 QoQ
Shares Held
17,902
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Mar 31, 2026Sunbelt Securities, Inc. holds $11,139,561 across 10 Beverages - Non-Alcoholic names. PEP ranks #2 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
105,646 | $8,034,378 | |
| 2 | PEP |
Pepsico Inc
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|
17,902 | $2,780,001 | |
| 3 | COKE |
Coca-Cola Consolidated, Inc.
|
1,466 | $281,090 | |
| 4 | MNST |
Monster Beverage Corp
|
588 | $21,303 | |
| 5 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
143 | $12,965 | |
| 6 | KDP |
Keurig Dr Pepper Inc.
|
333 | $8,767 | |
| 7 | KOF |
Coca Cola Femsa Sab De CV
|
9 | $877 | |
| 8 | CELH |
Celsius Holdings, Inc.
|
3 | $106 |
All Filings in PEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,780,001 | 17,902 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,584,221 | 18,006 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $2,569,771 | 18,298 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $2,666,019 | 20,191 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,557,976 | 17,060 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,070,243 | 20,191 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $3,416,134 | 20,089 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $3,557,869 | 21,572 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $3,835,694 | 21,917 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,769,089 | 22,192 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $3,692,605 | 21,793 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $4,033,906 | 21,779 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $3,554,850 | 19,500 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $3,285,482 | 18,186 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,896,558 | 17,742 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $2,963,048 | 17,779 | Shares | Sole | 2022-10-03 | |
| 2022-03-31 | $3,145,404 | 18,792 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,728,955 | 32,980 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,928,935 | 32,770 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,855,530 | 32,770 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $4,607,592 | 32,574 | Shares | Sole | 2021-05-27 | |
| 2020-12-31 | $4,868,985 | 32,832 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $3,118,084 | 22,497 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $2,723,101 | 20,589 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $15,806,721 | 131,613 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||