Legacy Financial Advisors, Inc.

Position in PEP — Pepsico Inc

CIK 1730810 COVINGTON, KY

Position in PEP

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,053,547

-$292,506 QoQ

Shares Held

7,781

-10.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,757

of 3,394 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Legacy Financial Advisors, Inc. holds $6,077,362 across 4 Beverages - Non-Alcoholic names. PEP ranks #4 (17.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	28,285	$2,298,721
2	MNST	Monster Beverage Corp	29,288	$1,407,581
3	KDP	Keurig Dr Pepper Inc.	40,254	$1,317,513
4	PEP	Pepsico Inc This page	7,781	$1,053,547

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,053,547	7,781	-10.2%	Shares	Sole	2026-08-05
2026-03-31	$1,346,053	8,668	+1.5%	Shares	Sole	2026-04-30
2025-12-31	$1,225,373	8,538	+10.4%	Shares	Sole	2026-02-04
2025-09-30	$1,086,022	7,733	+49.3%	Shares	Sole	2025-11-10
2025-06-30	$684,099	5,181	-37.2%	Shares	Sole	2025-08-07
2025-03-31	$1,236,555	8,247	+3.3%	Shares	Sole	2025-05-14
2024-12-31	$1,214,199	7,985	-15.3%	Shares	Sole	2025-02-13
2024-09-30	$1,603,061	9,427	+4.0%	Shares	Sole	2024-11-14
2024-06-30	$1,494,760	9,063	-0.1%	Shares	Sole	2024-08-13
2024-03-31	$1,587,515	9,071	+6.2%	Shares	Sole	2024-05-14
2023-12-31	$1,450,603	8,541	-5.0%	Shares	Sole	2024-02-13
2023-09-30	$1,523,773	8,993	+4.8%	Shares	Sole	2023-11-13
2023-06-30	$1,589,187	8,580	+3.6%	Shares	Sole	2023-08-08
2023-03-31	$1,510,355	8,285	+0.1%	Shares	Sole	2023-05-03
2022-12-31	$1,494,780	8,274	+17.6%	Shares	Sole	2023-02-06
2022-09-30	$1,148,534	7,035	+6.2%	Shares	Sole	2022-11-09
2022-06-30	$1,103,622	6,622	+4.8%	Shares	Sole	2022-08-08
2022-03-31	$1,057,506	6,318	+2.9%	Shares	Sole	2022-05-04
2021-12-31	$1,066,231	6,138	+5.5%	Shares	Sole	2022-02-04
2021-09-30	$875,386	5,820	+16.6%	Shares	Sole	2021-10-26
2021-06-30	$739,368	4,990	+14.4%	Shares	Sole	2021-07-21
2021-03-31	$616,722	4,360	+7.4%	Shares	Sole	2021-04-28
2020-12-31	$602,098	4,060	-21.0%	Shares	Sole	2021-02-02
2020-09-30	$712,126	5,138	—	Shares	Sole	2020-11-09
No filing history on record for this holder in this stock.