Cooper Financial Group

Position in PEP — Pepsico Inc

CIK 1751581 IRVINE, CA

Position in PEP

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$661,970

+$43,140 QoQ

Shares Held

4,889

+22.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#2,085

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

Cooper Financial Group holds $2,585,252 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (25.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	19,061	$1,549,087
2	PEP	Pepsico Inc This page	4,889	$661,970
3	MNST	Monster Beverage Corp	7,786	$374,195

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$661,970	4,889	+22.7%	Shares	Sole	2026-07-08
2026-03-31	$618,830	3,985	+7.1%	Shares	Sole	2026-04-07
2025-12-31	$534,181	3,722	+7.9%	Shares	Sole	2026-01-08
2025-09-30	$484,237	3,448	-0.5%	Shares	Sole	2025-10-07
2025-06-30	$457,782	3,467	-15.7%	Shares	Sole	2025-07-18
2025-03-31	$617,003	4,115	+0.9%	Shares	Sole	2025-05-12
2024-12-31	$620,100	4,078	+10.5%	Shares	Sole	2025-01-13
2024-09-30	$627,314	3,689	-5.5%	Shares	Sole	2024-11-14
2024-06-30	$643,886	3,904	+28.0%	Shares	Sole	2024-07-15
2024-03-31	$533,955	3,051	+0.8%	Shares	Sole	2024-04-11
2023-12-31	$514,105	3,027	-13.3%	Shares	Sole	2024-01-16
2023-09-30	$591,345	3,490	+7.5%	Shares	Sole	2023-10-13
2023-06-30	$601,409	3,247	-37.9%	Shares	Sole	2023-07-07
2023-03-31	$953,429	5,230	+6.1%	Shares	Sole	2023-05-11
2022-12-31	$890,111	4,927	+12.5%	Shares	Sole	2023-01-13
2022-09-30	$715,078	4,380	+7.8%	Shares	Sole	2022-10-13
2022-06-30	$677,306	4,064	-0.3%	Shares	Sole	2022-07-11
2022-03-31	$682,408	4,077	-21.0%	Shares	Sole	2022-04-25
2021-12-31	$896,343	5,160	-30.0%	Shares	Sole	2022-02-11
2021-09-30	$1,109,123	7,374	+4.5%	Shares	Sole	2021-10-06
2021-06-30	$1,045,487	7,056	+1.4%	Shares	Sole	2021-07-12
2021-03-31	$984,350	6,959	-19.1%	Shares	Sole	2021-05-17
2020-12-31	$1,275,231	8,599	+33.6%	Shares	Sole	2021-02-16
2020-09-30	$891,752	6,434	+19.5%	Shares	Sole	2020-10-09
2020-06-30	$711,823	5,382	+9.6%	Shares	Sole	2020-07-15
2020-03-31	$589,931	4,912	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.