Independent Advisor Alliance

Position in PEP — Pepsico Inc

CIK 1696899 CHARLOTTE, NC

Position in PEP

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$9,804,449

-$1,016,313 QoQ

Shares Held

72,411

+3.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#593

of 3,394 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Independent Advisor Alliance holds $32,838,832 across 4 Beverages - Non-Alcoholic names. PEP ranks #2 (29.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	243,177	$19,762,994
2	PEP	Pepsico Inc This page	72,411	$9,804,449
3	COKE	Coca-Cola Consolidated, Inc.	10,162	$1,940,128
4	MNST	Monster Beverage Corp	27,700	$1,331,261

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,804,449	72,411	+3.9%	Shares	Sole	2026-08-12
2026-03-31	$10,820,762	69,681	-0.6%	Shares	Sole	2026-05-12
2025-12-31	$10,059,746	70,093	-1.2%	Shares	Sole	2026-02-04
2025-09-30	$9,962,813	70,940	-15.6%	Shares	Sole	2025-11-04
2025-06-30	$11,095,716	84,033	-20.6%	Shares	Sole	2025-08-11
2025-03-31	$15,864,551	105,806	-0.1%	Shares	Sole	2025-05-12
2024-12-31	$16,104,218	105,907	-0.6%	Shares	Sole	2025-02-07
2024-09-30	$18,110,834	106,503	-0.5%	Shares	Sole	2024-11-13
2024-06-30	$17,650,477	107,018	+1.6%	Shares	Sole	2024-08-12
2024-03-31	$18,426,102	105,286	+0.4%	Shares	Sole	2024-05-08
2023-12-31	$17,811,799	104,874	+0.3%	Shares	Sole	2024-02-08
2023-09-30	$17,714,443	104,547	-2.7%	Shares	Sole	2023-10-24
2023-06-30	$19,904,851	107,466	+2.1%	Shares	Sole	2023-07-28
2023-03-31	$19,180,876	105,216	+7.1%	Shares	Sole	2023-05-12
2022-12-31	$17,748,761	98,244	-3.0%	Shares	Sole	2023-02-13
2022-09-30	$16,541,339	101,319	+4.3%	Shares	Sole	2022-11-04
2022-06-30	$16,191,685	97,154	+1.0%	Shares	Sole	2022-08-04
2022-03-31	$16,096,432	96,167	+0.8%	Shares	Sole	2022-05-06
2021-12-31	$16,571,412	95,397	+4.1%	Shares	Sole	2022-02-11
2021-09-30	$13,784,474	91,646	+2.3%	Shares	Sole	2021-11-01
2021-06-30	$13,268,178	89,547	-9.5%	Shares	Sole	2021-08-12
2021-03-31	$13,990,536	98,908	+5.0%	Shares	Sole	2021-05-14
2020-12-31	$13,966,300	94,176	+5.7%	Shares	Sole	2021-02-11
2020-09-30	$12,351,339	89,115	+95.2%	Shares	Sole	2020-11-04
2020-06-30	$6,037,007	45,645	-4.3%	Shares	Sole	2020-08-06
2020-03-31	$5,726,608	47,682	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.