Position in PEP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,166,873
-$891,330 QoQ
Shares Held
8,618
-35.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,688
of 3,394 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $5,197,727 across 12 Beverages - Non-Alcoholic names. PEP ranks #2 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
26,422 | $2,147,311 | |
| 2 | PEP |
Pepsico Inc
This page
|
8,618 | $1,166,873 | |
| 3 | MNST |
Monster Beverage Corp
|
13,568 | $652,074 | |
| 4 | COKE |
Coca-Cola Consolidated, Inc.
|
2,967 | $566,453 | |
| 5 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
2,811 | $281,294 | |
| 6 | KDP |
Keurig Dr Pepper Inc.
|
6,267 | $205,114 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
2,509 | $73,459 | |
| 8 | KOF |
Coca Cola Femsa Sab De CV
|
573 | $60,878 |
All Filings in PEP
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,166,873 | 8,618 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,058,203 | 13,254 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,839,492 | 12,817 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,554,667 | 11,070 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,160,231 | 8,787 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $945,068 | 6,303 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,437,569 | 9,454 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,534,357 | 9,023 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,480,901 | 8,979 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,465,006 | 8,371 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $1,318,804 | 7,765 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,349,418 | 7,964 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,477,128 | 7,975 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $687,451 | 3,771 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $702,223 | 3,887 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $330,762 | 2,026 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $301,153 | 1,807 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $331,745 | 1,982 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $490,381 | 2,823 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||