Avestar Capital, LLC

Position in PEP — Pepsico Inc

CIK 1704404 New York, NY

Back to PEP Full portfolio

Position in PEP

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,156,045

-$373,716 QoQ

Shares Held

8,538

-13.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,694

of 3,394 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in PEP Over Time

Shares Held

Position Value (USD)

Derivatives in PEP

reported options exposure · as of Dec 31, 2025

CallValue

$287,040

CallShares

2,000

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Beverages - Non-Alcoholic

Consumer Defensive · as of Jun 30, 2026

Avestar Capital, LLC holds $4,940,422 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (23.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	37,837	$3,075,012
2	PEP	Pepsico Inc This page	8,538	$1,156,045
3	MNST	Monster Beverage Corp	14,760	$709,365

All Filings in PEP

Export CSV

30 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,156,045	8,538	-13.3%	Shares	Sole	2026-07-29
2026-03-31	$1,529,761	9,851	+4.2%	Shares	Sole	2026-05-13
2025-12-31	$287,040	2,000	0.0%	Call	Sole	2026-02-10
2025-12-31	$1,357,125	9,456	+11.3%	Shares	Sole	2026-02-10
2025-09-30	$280,880	2,000	-50.0%	Call	Sole	2025-11-07
2025-09-30	$1,193,459	8,498	+32.5%	Shares	Sole	2025-11-07
2025-06-30	$846,772	6,413	-20.6%	Shares	Sole	2025-08-13
2025-06-30	$528,160	4,000	-42.9%	Call	Sole	2025-08-13
2025-03-31	$1,049,580	7,000	—	Call	Sole	2025-05-14
2025-03-31	$1,210,315	8,072	+25.2%	Shares	Sole	2025-05-14
2024-12-31	$980,178	6,446	-24.5%	Shares	Sole	2025-01-29
2024-09-30	$1,451,036	8,533	+5.0%	Shares	Sole	2024-11-13
2024-06-30	$1,340,386	8,127	+23.0%	Shares	Sole	2024-08-08
2024-03-31	$1,156,816	6,610	+24.6%	Shares	Sole	2024-05-10
2023-12-31	$901,340	5,307	+33.1%	Shares	Sole	2024-02-12
2023-09-30	$675,726	3,988	+23.2%	Shares	Sole	2023-10-20
2023-06-30	$599,371	3,236	-2.9%	Shares	Sole	2023-08-02
2023-03-31	$607,605	3,333	-2.6%	Shares	Sole	2023-04-20
2022-12-31	$618,037	3,421	+7.8%	Shares	Sole	2023-01-20
2022-09-30	$518,023	3,173	+31.1%	Shares	Sole	2022-10-26
2022-06-30	$403,317	2,420	+30.1%	Shares	Sole	2022-07-28
2022-03-31	$311,326	1,860	+18.8%	Shares	Sole	2022-04-26
2021-12-31	$271,856	1,565	+4.7%	Shares	Sole	2022-02-01
2021-09-30	$224,862	1,495	+2.0%	Shares	Sole	2021-11-09
2021-06-30	$217,069	1,465	-7.9%	Shares	Sole	2021-08-03
2021-03-31	$224,905	1,590	-2.6%	Shares	Sole	2021-05-03
2020-12-31	$242,025	1,632	-11.1%	Shares	Sole	2021-02-01
2020-09-30	$254,331	1,835	-2.5%	Shares	Sole	2020-10-29
2020-06-30	$249,045	1,883	-1.4%	Shares	Sole	2020-07-29
2020-03-31	$229,270	1,909	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.