CreativeOne Wealth, LLC

Position in PEP — Pepsico Inc

CIK 1739728 OVERLAND PARK, KS

Position in PEP

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$4,316,957

-$3,338,062 QoQ

Shares Held

31,883

-35.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#967

of 3,394 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

CreativeOne Wealth, LLC holds $9,178,454 across 3 Beverages - Non-Alcoholic names. PEP ranks #1 (47.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc This page	31,883	$4,316,957
2	KO	Coca Cola Co	52,433	$4,261,228
3	MNST	Monster Beverage Corp	12,490	$600,269

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,316,957	31,883	-35.3%	Shares	Other	2026-08-13
2026-03-31	$7,655,019	49,295	-6.0%	Shares	Other	2026-05-15
2025-12-31	$7,529,202	52,461	+0.9%	Shares	Other	2026-02-13
2025-09-30	$7,299,649	51,977	+8.4%	Shares	Other	2025-11-13
2025-06-30	$6,328,940	47,932	-1.5%	Shares	Other	2025-08-12
2025-03-31	$7,298,329	48,675	+6.9%	Shares	Other	2025-05-14
2024-12-31	$6,926,484	45,551	+15.4%	Shares	Other	2025-02-13
2024-09-30	$6,709,492	39,456	+147.7%	Shares	Other	2024-11-13
2024-06-30	$2,627,169	15,929	-58.6%	Shares	Sole	2024-08-14
2024-03-31	$6,734,384	38,480	+233.2%	Shares	Sole	2024-05-14
2023-12-31	$1,961,651	11,550	+26.4%	Shares	Other	2024-02-09
2023-09-30	$1,548,512	9,139	-70.9%	Shares	Sole	2023-10-17
2023-06-30	$5,813,870	31,389	-1.8%	Shares	Sole	2023-08-14
2023-03-31	$5,829,042	31,975	+0.8%	Shares	Sole	2023-05-15
2022-12-31	$5,728,186	31,707	+0.4%	Shares	Sole	2023-02-15
2022-09-30	$5,157,383	31,590	+1.3%	Shares	Sole	2022-11-15
2022-06-30	$5,198,625	31,193	+6.3%	Shares	Sole	2022-08-12
2022-03-31	$4,912,100	29,347	+3.4%	Shares	Sole	2022-05-13
2021-12-31	$4,932,148	28,393	-0.5%	Shares	Sole	2022-02-15
2021-09-30	$4,292,701	28,540	+1.6%	Shares	Sole	2021-11-16
2021-06-30	$4,162,538	28,093	+2.2%	Shares	Sole	2021-08-13
2021-03-31	$3,886,762	27,478	+1.4%	Shares	Other	2021-05-17
2020-12-31	$4,019,819	27,106	+637.8%	Shares	Other	2021-02-12
2020-09-30	$509,216	3,674	-1.9%	Shares	Sole	2020-11-13
2020-06-30	$495,181	3,744	+8.3%	Shares	Sole	2020-08-13
2020-03-31	$415,065	3,456	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.