USA FINANCIAL FORMULAS

Position in PEP — Pepsico Inc

CIK 1633716 ADA, MI

Position in PEP

as of Mar 31, 2026 · filed Apr 14, 2026 Compact

Position Value

$676,132

+$481,192 QoQ

Shares Held

4,354

+239.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Mar 31, 2026

USA FINANCIAL FORMULAS holds $1,379,244 across 4 Beverages - Non-Alcoholic names. PEP ranks #2 (49.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MNST	Monster Beverage Corp	19,050	$690,181
2	PEP	Pepsico Inc This page	4,354	$676,132
3	KO	Coca Cola Co	165	$12,548
4	COKE	Coca-Cola Consolidated, Inc.	2	$383

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$676,132	4,354	+239.6%	Shares	Sole	2026-04-14
2024-12-31	$194,940	1,282	+14144.4%	Shares	Sole	2025-01-14
2024-06-30	$1,484	9	0.0%	Shares	Sole	2024-07-12
2024-03-31	$1,575	9	-99.6%	Shares	Sole	2024-04-30
2023-12-31	$376,874	2,219	+12952.9%	Shares	Sole	2024-02-07
2023-09-30	$2,880	17	-15.0%	Shares	Sole	2023-11-27
2023-06-30	$3,704	20	0.0%	Shares	Sole	2023-11-27
2023-03-31	$3,646	20	-23.1%	Shares	Sole	2023-11-27
2022-09-30	$4,244	26	0.0%	Shares	Sole	2022-10-24
2022-06-30	$4,333	26	-99.8%	Shares	Sole	2022-08-15
2022-03-31	$2,808,469	16,779	+3.4%	Shares	Sole	2022-08-16
2021-12-31	$2,819,313	16,230	+118.4%	Shares	Sole	2022-02-10
2021-09-30	$1,117,997	7,433	+82488.9%	Shares	Sole	2021-11-08
2021-06-30	$1,333	9	-75.0%	Shares	Sole	2021-07-29
2021-03-31	$5,092	36	-5.3%	Shares	Sole	2021-05-06
2020-12-31	$5,635	38	-5.0%	Shares	Sole	2021-01-29
2020-09-30	$5,544	40	+5.3%	Shares	Sole	2020-10-09
2020-06-30	$5,025	38	+375.0%	Shares	Sole	2020-08-11
2020-03-31	$960	8	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.