Position in PEP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,620,054
+$50,869 QoQ
Shares Held
26,736
+16.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,052
of 3,394 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026IFP Advisors, Inc holds $15,514,587 across 13 Beverages - Non-Alcoholic names. PEP ranks #2 (23.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
70,648 | $5,741,562 | |
| 2 | PEP |
Pepsico Inc
This page
|
26,736 | $3,620,054 | |
| 3 | MNST |
Monster Beverage Corp
|
62,538 | $3,005,576 | |
| 4 | COKE |
Coca-Cola Consolidated, Inc.
|
11,922 | $2,276,148 | |
| 5 | CELH |
Celsius Holdings, Inc.
|
19,648 | $575,293 | |
| 6 | KDP |
Keurig Dr Pepper Inc.
|
3,523 | $115,307 | |
| 7 | PRMB |
Primo Brands Corp
|
3,069 | $75,006 | |
| 8 | COCO |
Vita Coco Company, Inc.
|
689 | $45,570 |
All Filings in PEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,620,054 | 26,736 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,569,185 | 22,984 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,325,501 | 23,171 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,834,219 | 20,181 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $2,537,016 | 19,214 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,946,171 | 19,649 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,836,983 | 18,657 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,026,613 | 23,679 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $3,549,458 | 21,521 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,046,756 | 23,123 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $3,450,129 | 20,314 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $3,741,574 | 22,082 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $3,477,135 | 18,773 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,517,113 | 19,293 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $4,240 | 44,870 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $9,384,837 | 57,484 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $123,828 | 743 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,118,887 | 24,608 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $3,855,319 | 22,194 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $3,395,204 | 22,573 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $2,988,144 | 20,167 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $2,877,093 | 20,340 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,721,898 | 18,354 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,822,173 | 20,362 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,603,802 | 19,687 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,208,639 | 18,390 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||