Position in PEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,970,263
+$1,425,459 QoQ
Shares Held
36,708
+60.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#902
of 3,394 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Larson Financial Group LLC holds $10,973,505 across 13 Beverages - Non-Alcoholic names. PEP ranks #1 (45.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
This page
|
36,708 | $4,970,263 | |
| 2 | KO |
Coca Cola Co
|
52,606 | $4,275,289 | |
| 3 | MNST |
Monster Beverage Corp
|
13,742 | $660,440 | |
| 4 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
4,540 | $454,317 | |
| 5 | COKE |
Coca-Cola Consolidated, Inc.
|
1,655 | $315,972 | |
| 6 | KDP |
Keurig Dr Pepper Inc.
|
3,041 | $99,531 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
2,964 | $86,785 | |
| 8 | COCO |
Vita Coco Company, Inc.
|
1,042 | $68,917 |
All Filings in PEP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,970,263 | 36,708 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,544,804 | 22,827 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,777,924 | 33,291 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,623,846 | 32,924 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,678,238 | 27,857 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,418,832 | 16,132 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,240,147 | 14,732 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,459,433 | 14,463 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,740,506 | 10,553 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,807,328 | 10,327 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $744,748 | 4,385 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $730,794 | 4,313 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $788,296 | 4,256 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $758,550 | 4,161 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,700,913 | 9,415 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,533,664 | 9,394 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $732,304 | 4,394 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $841,251 | 5,026 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $871,503 | 5,017 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $466,872 | 3,104 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $283,449 | 1,913 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $269,462 | 1,905 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $284,291 | 1,917 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $271,517 | 1,959 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $259,361 | 1,961 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $214,378 | 1,785 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||