Summit Global Investments

Position in PEP — Pepsico Inc

CIK 1697953 BOUNTIFUL, UT

Position in PEP

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$5,271,392

-$4,156,263 QoQ

Shares Held

38,932

-35.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#879

of 3,394 holders

Holding Since

Mar 2020

26 quarters on record

Consumer Defensive · as of Jun 30, 2026

Summit Global Investments holds $17,689,885 across 4 Beverages - Non-Alcoholic names. PEP ranks #2 (29.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MNST	Monster Beverage Corp	148,324	$7,128,451
2	PEP	Pepsico Inc This page	38,932	$5,271,392
3	KO	Coca Cola Co	60,553	$4,921,142
4	KOF	Coca Cola Femsa Sab De CV	3,472	$368,900

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,271,392	38,932	-35.9%	Shares	Sole	2026-08-03
2026-03-31	$9,427,655	60,710	-20.4%	Shares	Sole	2026-05-07
2025-12-31	$10,941,390	76,236	-36.0%	Shares	Sole	2026-02-18
2025-09-30	$16,740,307	119,199	+10.9%	Shares	Sole	2025-11-03
2025-06-30	$14,196,148	107,514	+128.0%	Shares	Sole	2025-08-12
2025-03-31	$7,070,870	47,158	+1271.3%	Shares	Sole	2025-04-07
2024-12-31	$522,934	3,439	-74.1%	Shares	Sole	2025-02-11
2024-09-30	$2,256,393	13,269	-23.3%	Shares	Sole	2024-10-31
2024-06-30	$2,852,629	17,296	+87.4%	Shares	Sole	2024-07-22
2024-03-31	$1,614,992	9,228	-90.6%	Shares	Sole	2024-04-29
2023-12-31	$16,752,677	98,638	+2088.1%	Shares	Sole	2024-02-06
2023-09-30	$763,835	4,508	-9.6%	Shares	Sole	2023-10-16
2023-06-30	$923,506	4,986	-34.8%	Shares	Sole	2023-07-19
2023-03-31	$1,394,048	7,647	+3.0%	Shares	Sole	2023-05-04
2022-12-31	$1,341,761	7,427	-0.1%	Shares	Sole	2023-01-31
2022-09-30	$1,214,327	7,438	+0.0%	Shares	Sole	2022-11-14
2022-06-30	$1,239,450	7,437	+4.2%	Shares	Sole	2022-08-23
2022-03-31	$1,194,758	7,138	+123.4%	Shares	Sole	2022-04-29
2021-12-31	$555,003	3,195	-6.0%	Shares	Sole	2022-02-14
2021-09-30	$511,394	3,400	-30.8%	Shares	Sole	2021-11-08
2021-06-30	$727,959	4,913	-2.4%	Shares	Sole	2022-01-28
2021-03-31	$712,342	5,036	+31.5%	Shares	Sole	2022-01-27
2020-12-31	$567,840	3,829	-25.5%	Shares	Sole	2021-02-11
2020-09-30	$712,681	5,142	-26.4%	Shares	Sole	2020-11-16
2020-06-30	$924,100	6,987	+12.0%	Shares	Sole	2020-08-11
2020-03-31	$748,943	6,236	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.