Foundations Investment Advisors, LLC

Endowment

Position in PEP — Pepsico Inc

CIK 1743404 PHOENIX, AZ

Position in PEP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,887,469

-$445,122 QoQ

Shares Held

28,711

+2.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,018

of 3,394 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $10,048,287 across 5 Beverages - Non-Alcoholic names. PEP ranks #2 (38.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	63,015	$5,121,228
2	PEP	Pepsico Inc This page	28,711	$3,887,469
3	COKE	Coca-Cola Consolidated, Inc.	2,571	$490,855
4	MNST	Monster Beverage Corp	7,150	$343,629
5	CELH	Celsius Holdings, Inc.	7,005	$205,106

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,887,469	28,711	+2.9%	Shares	Sole	2026-08-14
2026-03-31	$4,332,591	27,900	-17.8%	Shares	Sole	2026-05-11
2025-12-31	$4,868,772	33,924	+122.1%	Shares	Sole	2026-02-10
2025-09-30	$2,144,940	15,273	+9.8%	Shares	Sole	2025-11-03
2025-06-30	$1,837,336	13,915	-2.5%	Shares	Sole	2025-08-08
2025-03-31	$2,140,693	14,277	-4.4%	Shares	Sole	2025-05-07
2024-12-31	$2,270,255	14,930	-64.5%	Shares	Sole	2025-01-22
2024-09-30	$7,160,465	42,108	+25.3%	Shares	Sole	2024-10-21
2024-06-30	$5,543,627	33,612	+7.0%	Shares	Sole	2024-08-02
2024-03-31	$5,496,364	31,406	-3.6%	Shares	Sole	2024-05-13
2023-12-31	$5,535,425	32,592	+143.5%	Shares	Sole	2024-02-08
2023-09-30	$2,268,293	13,387	+15.9%	Shares	Sole	2023-10-05
2023-06-30	$2,138,735	11,547	+8.8%	Shares	Sole	2023-07-19
2023-03-31	$1,934,567	10,612	+2.1%	Shares	Sole	2023-04-25
2022-12-31	$1,877,418	10,392	+7.3%	Shares	Sole	2023-01-11
2022-09-30	$1,581,662	9,688	+39.6%	Shares	Sole	2022-10-19
2022-06-30	$1,156,953	6,942	+142.6%	Shares	Sole	2022-07-08
2022-03-31	$478,874	2,861	+3.9%	Shares	Sole	2022-04-19
2021-12-31	$478,397	2,754	+32.9%	Shares	Sole	2022-01-21
2021-09-30	$311,799	2,073	-7.7%	Shares	Sole	2021-10-13
2021-06-30	$332,937	2,247	-15.2%	Shares	Sole	2021-07-14
2021-03-31	$374,983	2,651	+31.6%	Shares	Sole	2021-04-09
2020-12-31	$298,824	2,015	-29.1%	Shares	Sole	2021-01-13
2020-09-30	$393,762	2,841	+65.0%	Shares	Sole	2020-10-07
2020-06-30	$227,751	1,722	—	Shares	Sole	2020-07-08
No filing history on record for this holder in this stock.