BEACON INVESTMENT ADVISORY SERVICES, INC.

Position in PEP — Pepsico Inc

CIK 1654599 MORRISTOWN, NJ

Position in PEP

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$7,670,410

+$173,630 QoQ

Shares Held

56,650

+17.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#686

of 3,394 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 74% Shared 0% None 26%

Consumer Defensive · as of Jun 30, 2026

BEACON INVESTMENT ADVISORY SERVICES, INC. holds $8,126,425 across 3 Beverages - Non-Alcoholic names. PEP ranks #1 (94.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc This page	56,650	$7,670,410
2	KO	Coca Cola Co	5,565	$452,267
3	MNST	Monster Beverage Corp	78	$3,748

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,670,410	56,650	+17.3%	Shares	Sole	2026-07-08
2026-03-31	$7,496,780	48,276	+11.0%	Shares	Sole	2026-04-14
2025-12-31	$6,239,962	43,478	-6.9%	Shares	Sole	2026-01-16
2025-09-30	$6,556,300	46,684	+3.0%	Shares	Sole	2025-10-16
2025-06-30	$5,987,089	45,343	+6.8%	Shares	Sole	2025-07-15
2025-03-31	$6,365,252	42,452	+36.9%	Shares	Sole	2025-05-06
2024-12-31	$4,715,684	31,012	-9.5%	Shares	Sole	2025-01-17
2024-09-30	$5,830,334	34,286	-1.9%	Shares	Sole	2024-11-14
2024-06-30	$5,764,468	34,951	-3.2%	Shares	Sole	2024-08-14
2024-03-31	$6,316,285	36,091	-2.0%	Shares	Sole	2024-05-09
2023-12-31	$6,252,150	36,812	+94.3%	Shares	Sole	2024-02-12
2023-09-30	$3,210,379	18,947	-0.8%	Shares	Sole	2023-10-31
2023-06-30	$3,539,183	19,108	+1.3%	Shares	Sole	2023-07-21
2023-03-31	$3,439,454	18,867	+0.7%	Shares	Sole	2023-05-04
2022-12-31	$3,384,665	18,735	-3.1%	Shares	Sole	2023-01-13
2022-09-30	$3,156,795	19,336	-2.1%	Shares	Sole	2022-10-20
2022-06-30	$3,290,535	19,744	-6.2%	Shares	Sole	2022-07-21
2022-03-31	$3,523,683	21,052	-3.1%	Shares	Sole	2022-05-12
2021-12-31	$3,774,197	21,727	-4.8%	Shares	Sole	2022-02-04
2021-09-30	$3,432,506	22,821	-56.8%	Shares	Sole	2021-11-09
2021-06-30	$7,829,154	52,839	+1.6%	Shares	Sole	2021-08-02
2021-03-31	$7,359,784	52,031	-12.0%	Shares	Sole	2021-05-21
2020-12-31	$8,767,051	59,117	-3.1%	Shares	Sole	2021-02-08
2020-09-30	$8,454,600	61,000	-0.8%	Shares	Sole	2020-10-29
2020-06-30	$8,134,783	61,506	+1.7%	Shares	Sole	2020-07-28
2020-03-31	$7,266,410	60,503	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.