PERSONAL CFO SOLUTIONS, LLC

Position in PEP — Pepsico Inc

CIK 1677501 CHESTER, NJ

Position in PEP

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$581,272

-$52,155 QoQ

Shares Held

4,293

+5.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,190

of 3,394 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 55% Shared 0% None 45%

Consumer Defensive · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $3,472,314 across 3 Beverages - Non-Alcoholic names. PEP ranks #3 (16.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	26,859	$2,182,830
2	MNST	Monster Beverage Corp	14,736	$708,212
3	PEP	Pepsico Inc This page	4,293	$581,272

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$581,272	4,293	+5.2%	Shares	Sole	2026-08-07
2026-03-31	$633,427	4,079	-4.3%	Shares	Sole	2026-04-30
2025-12-31	$611,825	4,263	+4.7%	Shares	Defined	2026-01-22
2025-09-30	$571,731	4,071	+8.3%	Shares	Defined	2025-11-10
2025-06-30	$496,206	3,758	-23.3%	Shares	Defined	2025-08-12
2025-03-31	$734,256	4,897	+1.2%	Shares	Defined	2025-04-30
2024-12-31	$735,818	4,839	-17.9%	Shares	Defined	2025-02-07
2024-09-30	$1,002,274	5,894	-5.8%	Shares	Defined	2024-11-14
2024-06-30	$1,031,967	6,257	+6.6%	Shares	Defined	2024-08-09
2024-03-31	$1,026,783	5,867	-0.8%	Shares	Defined	2024-05-13
2023-12-31	$1,004,263	5,913	+0.7%	Shares	Defined	2024-02-13
2023-09-30	$994,612	5,870	+1.4%	Shares	Defined	2023-11-13
2023-06-30	$1,072,609	5,791	-0.2%	Shares	Defined	2023-08-10
2023-03-31	$1,058,251	5,805	+1.9%	Shares	Defined	2023-05-09
2022-12-31	$1,029,220	5,697	+2.8%	Shares	Defined	2023-02-14
2022-09-30	$904,950	5,543	+56.8%	Shares	Defined	2022-11-01
2022-06-30	$588,976	3,534	-4.0%	Shares	Defined	2022-08-05
2022-03-31	$615,958	3,680	+1.2%	Shares	Defined	2022-05-02
2021-12-31	$631,783	3,637	+0.8%	Shares	Defined	2022-02-11
2021-09-30	$542,829	3,609	-0.1%	Shares	Defined	2021-11-18
2021-06-30	$535,190	3,612	+4.5%	Shares	Defined	2021-07-22
2021-03-31	$488,709	3,455	+16.1%	Shares	Defined	2021-04-21
2020-12-31	$441,340	2,976	+6.4%	Shares	Defined	2021-02-09
2020-09-30	$387,525	2,796	-1.2%	Shares	Defined	2020-11-02
2020-06-30	$374,428	2,831	—	Shares	Defined	2020-08-03
No filing history on record for this holder in this stock.