SIMON QUICK ADVISORS, LLC

Position in PEP — Pepsico Inc

CIK 1692038 MORRISTOWN, NJ

Position in PEP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,634,548

-$511,093 QoQ

Shares Held

12,072

-12.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,481

of 3,394 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 67% Shared 0% None 33%

Consumer Defensive · as of Jun 30, 2026

SIMON QUICK ADVISORS, LLC holds $2,357,114 across 3 Beverages - Non-Alcoholic names. PEP ranks #1 (69.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc This page	12,072	$1,634,548
2	KO	Coca Cola Co	5,395	$438,451
3	PRMB	Primo Brands Corp	11,625	$284,115

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,634,548	12,072	-12.6%	Shares	Sole	2026-07-28
2026-03-31	$2,145,641	13,817	+45.2%	Shares	Sole	2026-05-06
2025-12-31	$1,365,736	9,516	-35.5%	Shares	Sole	2026-01-29
2025-09-30	$2,073,175	14,762	+1.8%	Shares	Sole	2025-10-21
2025-06-30	$1,914,447	14,499	+70.3%	Shares	Sole	2025-10-08
2025-03-31	$1,276,289	8,512	+41.8%	Shares	Sole	2025-04-15
2024-12-31	$912,968	6,004	-15.6%	Shares	Sole	2025-01-17
2024-09-30	$1,209,395	7,112	+21.0%	Shares	Sole	2024-10-15
2024-06-30	$969,623	5,879	-1.2%	Shares	Sole	2024-08-02
2024-03-31	$1,040,959	5,948	+48.1%	Shares	Sole	2024-04-19
2023-12-31	$682,247	4,017	-5.7%	Shares	Sole	2024-01-16
2023-09-30	$721,644	4,259	+9.9%	Shares	Sole	2023-10-24
2023-06-30	$717,727	3,875	+10.9%	Shares	Sole	2023-08-01
2023-03-31	$636,956	3,494	+52.7%	Shares	Sole	2023-05-15
2022-12-31	$413,350	2,288	+50.5%	Shares	Sole	2023-01-30
2022-09-30	$248,155	1,520	+7.2%	Shares	Sole	2022-11-07
2022-06-30	$236,323	1,418	+581.7%	Shares	Sole	2022-08-08
2022-03-31	$34,815	208	-43.9%	Shares	Sole	2022-05-05
2021-12-31	$64,446	371	-25.1%	Shares	Sole	2022-02-08
2021-09-30	$74,452	495	+16.2%	Shares	Sole	2021-10-27
2021-06-30	$63,120	426	-31.8%	Shares	Sole	2021-07-21
2021-03-31	$88,406	625	+164.8%	Shares	Sole	2021-05-06
2020-12-31	$34,998	236	0.0%	Shares	Sole	2021-01-27
2020-09-30	$32,709	236	+42.2%	Shares	Sole	2020-10-26
2020-06-30	$21,955	166	0.0%	Shares	Sole	2020-08-04
2020-03-31	$19,936	166	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.