Position in PEP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$322,929
-$160,022 QoQ
Shares Held
2,385
-23.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#2,691
of 3,394 holders
Holding Since
Sep 2025
4 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, 2026Sharp Wealth Advisory, LLC holds $322,929 across 1 Beverages - Non-Alcoholic name. PEP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
This page
|
2,385 | $322,929 |
All Filings in PEP
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,929 | 2,385 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $482,951 | 3,110 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $424,819 | 2,960 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $503,477 | 3,585 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||