Strategic Wealth Partners, Ltd.

Position in PEP — Pepsico Inc

CIK 1720777 INDEPENDENCE, OH

Position in PEP

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

Position Value

$355,966

-$37,849 QoQ

Shares Held

2,629

+3.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,621

of 3,401 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Strategic Wealth Partners, Ltd. holds $681,494 across 6 Beverages - Non-Alcoholic names. PEP ranks #1 (52.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc This page	2,629	$355,966
2	KO	Coca Cola Co	3,706	$301,186
3	PRMB	Primo Brands Corp	488	$11,926
4	CELH	Celsius Holdings, Inc.	250	$7,320
5	MNST	Monster Beverage Corp	104	$4,998
6	KDP	Keurig Dr Pepper Inc.	3	$98

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$355,966	2,629	+3.7%	Shares	Sole	2026-08-12
2026-03-31	$393,815	2,536	+0.0%	Shares	Sole	2026-05-12
2025-12-31	$363,823	2,535	-5.1%	Shares	Sole	2026-05-12
2025-09-30	$375,115	2,671	-12.8%	Shares	Sole	2025-11-14
2025-06-30	$404,438	3,063	-18.1%	Shares	Sole	2025-08-11
2024-12-31	$568,400	3,738	-2.6%	Shares	Sole	2025-02-14
2024-09-30	$652,311	3,836	+10.8%	Shares	Sole	2024-10-08
2024-06-30	$570,987	3,462	+0.7%	Shares	Sole	2024-10-08
2024-03-31	$601,684	3,438	+3.1%	Shares	Sole	2024-05-20
2023-12-31	$566,586	3,336	-4.9%	Shares	Sole	2024-05-20
2023-09-30	$594,395	3,508	+2.3%	Shares	Sole	2024-05-20
2023-06-30	$634,934	3,428	-7.8%	Shares	Sole	2024-05-20
2023-03-31	$677,973	3,719	+6.6%	Shares	Sole	2023-04-24
2022-12-31	$630,503	3,490	-0.5%	Shares	Sole	2023-04-24
2022-09-30	$572,879	3,509	+12.4%	Shares	Sole	2023-04-24
2022-06-30	$520,312	3,122	+9.5%	Shares	Sole	2022-08-22
2022-03-31	$477,033	2,850	-41.7%	Shares	Sole	2022-05-19
2021-12-31	$849,789	4,892	+31.2%	Shares	Sole	2022-02-11
2021-09-30	$560,728	3,728	+60.3%	Shares	Sole	2021-11-12
2021-06-30	$344,495	2,325	-16.9%	Shares	Sole	2021-08-25
2021-03-31	$395,635	2,797	-68.4%	Shares	Sole	2021-05-24
2020-12-31	$1,313,344	8,856	-4.1%	Shares	Sole	2021-02-18
2020-09-30	$1,279,555	9,232	-8.3%	Shares	Sole	2020-11-10
2020-06-30	$1,331,593	10,068	+2.3%	Shares	Sole	2020-08-11
2020-03-31	$1,181,904	9,841	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.