Sowell Financial Services LLC

Position in PEP — Pepsico Inc

CIK 1633697 NORTH LITTLE ROCK, AR

Position in PEP

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$5,374,161

-$1,124,259 QoQ

Shares Held

39,691

-5.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#865

of 3,394 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Sowell Financial Services LLC holds $17,644,984 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (30.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	143,510	$11,663,057
2	PEP	Pepsico Inc This page	39,691	$5,374,161
3	MNST	Monster Beverage Corp	12,646	$607,766

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,374,161	39,691	-5.2%	Shares	Sole	2026-07-20
2026-03-31	$6,498,420	41,847	+1.7%	Shares	Sole	2026-04-20
2025-12-31	$5,904,986	41,144	+5.5%	Shares	Sole	2026-01-21
2025-09-30	$5,475,755	38,990	+10.0%	Shares	Sole	2025-10-17
2025-06-30	$4,679,629	35,441	+7.6%	Shares	Sole	2025-07-14
2025-03-31	$4,938,273	32,935	+2.9%	Shares	Sole	2025-04-17
2024-12-31	$4,868,657	32,018	+8.9%	Shares	Sole	2025-02-07
2024-09-30	$4,997,599	29,389	-1.7%	Shares	Sole	2024-10-04
2024-06-30	$4,929,922	29,891	-1.7%	Shares	Sole	2024-08-13
2024-03-31	$5,321,004	30,404	-4.2%	Shares	Sole	2024-05-03
2023-12-31	$5,391,231	31,743	+6.4%	Shares	Sole	2024-01-24
2023-09-30	$5,057,106	29,846	-14.4%	Shares	Sole	2023-11-08
2023-06-30	$6,459,917	34,877	+30.8%	Shares	Sole	2023-08-14
2023-03-31	$4,861,941	26,670	+6.6%	Shares	Sole	2023-05-12
2022-12-31	$4,521,919	25,030	+28.3%	Shares	Sole	2023-02-09
2022-09-30	$3,185,365	19,511	-0.9%	Shares	Sole	2022-11-15
2022-06-30	$3,282,035	19,693	+90.8%	Shares	Sole	2022-08-15
2022-03-31	$1,727,194	10,319	-43.0%	Shares	Sole	2022-05-13
2021-12-31	$3,146,930	18,116	+2.6%	Shares	Sole	2022-02-09
2021-09-30	$2,654,736	17,650	+11.3%	Shares	Sole	2021-11-04
2021-06-30	$2,349,531	15,857	-34.5%	Shares	Sole	2021-08-05
2021-03-31	$3,424,787	24,212	-17.7%	Shares	Sole	2021-05-07
2020-12-31	$4,363,430	29,423	-0.1%	Shares	Sole	2021-01-13
2020-09-30	$4,081,631	29,449	-5.6%	Shares	Sole	2020-11-12
2020-06-30	$4,124,528	31,185	+6.6%	Shares	Sole	2020-08-13
2020-03-31	$3,514,126	29,260	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.