OneDigital Investment Advisors LLC

Position in PEP — Pepsico Inc

CIK 1690370 OVERLAND PARK, KS

Position in PEP

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

Position Value

$9,928,475

-$1,528,510 QoQ

Shares Held

73,327

-0.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#589

of 3,394 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Consumer Defensive · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $19,387,373 across 4 Beverages - Non-Alcoholic names. PEP ranks #1 (51.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc This page	73,327	$9,928,475
2	KO	Coca Cola Co	90,241	$7,333,886
3	MNST	Monster Beverage Corp	32,428	$1,558,489
4	KDP	Keurig Dr Pepper Inc.	17,309	$566,523

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,928,475	73,327	-0.6%	Shares	Sole	2026-08-07
2026-03-31	$11,456,985	73,778	-5.5%	Shares	Sole	2026-05-08
2025-12-31	$11,203,745	78,064	+52.1%	Shares	Sole	2026-02-13
2025-09-30	$7,206,819	51,316	-3.1%	Shares	Sole	2025-11-10
2025-06-30	$6,996,139	52,985	-5.3%	Shares	Sole	2025-08-07
2025-03-31	$8,386,893	55,935	-5.1%	Shares	Sole	2025-04-29
2024-12-31	$8,965,913	58,963	+8.2%	Shares	Sole	2025-02-13
2024-09-30	$9,269,595	54,511	-3.4%	Shares	Sole	2024-11-06
2024-06-30	$9,308,154	56,437	+19.7%	Shares	Sole	2024-08-02
2024-03-31	$8,248,746	47,133	-5.6%	Shares	Sole	2024-05-10
2023-12-31	$8,484,357	49,955	+14.4%	Shares	Sole	2024-02-13
2023-09-30	$7,399,613	43,671	+7.6%	Shares	Sole	2023-11-14
2023-06-30	$7,514,374	40,570	-12.9%	Shares	Sole	2023-08-07
2023-03-31	$8,495,361	46,601	+16.0%	Shares	Sole	2023-05-10
2022-12-31	$7,255,124	40,159	+37.1%	Shares	Sole	2023-02-02
2022-09-30	$4,781,721	29,289	+5.4%	Shares	Sole	2022-11-08
2022-06-30	$4,629,980	27,781	+3.0%	Shares	Sole	2022-08-08
2022-03-31	$4,516,414	26,983	+19.1%	Shares	Sole	2022-05-05
2021-12-31	$3,934,183	22,648	+0.2%	Shares	Sole	2022-02-23
2021-09-30	$3,399,566	22,602	+2.3%	Shares	Sole	2021-11-05
2021-06-30	$3,273,371	22,092	+4.7%	Shares	Sole	2021-08-09
2021-03-31	$2,984,028	21,096	+1.0%	Shares	Sole	2021-05-10
2020-12-31	$3,096,207	20,878	+4.7%	Shares	Sole	2021-02-08
2020-09-30	$2,764,377	19,945	-10.8%	Shares	Sole	2020-10-09
2020-06-30	$2,958,258	22,367	+2.0%	Shares	Sole	2020-08-14
2020-03-31	$2,633,432	21,927	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.