Position in PEP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$221,379
-$32,520 QoQ
Shares Held
1,635
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#3,026
of 3,394 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Independent Family Office, LLC holds $832,221 across 2 Beverages - Non-Alcoholic names. PEP ranks #2 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MNST |
Monster Beverage Corp
|
12,710 | $610,842 | |
| 2 | PEP |
Pepsico Inc
This page
|
1,635 | $221,379 |
All Filings in PEP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,379 | 1,635 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $253,899 | 1,635 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $234,655 | 1,635 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $229,619 | 1,635 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $215,885 | 1,635 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $260,145 | 1,735 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $263,824 | 1,735 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $304,729 | 1,792 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $214,409 | 1,300 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $313,617 | 1,792 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $304,353 | 1,792 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $303,636 | 1,792 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $313,392 | 1,692 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $308,451 | 1,692 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $305,676 | 1,692 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $276,235 | 1,692 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $281,988 | 1,692 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $296,932 | 1,774 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $308,161 | 1,774 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $254,493 | 1,692 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $262,853 | 1,774 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $186,006 | 1,315 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $263,232 | 1,775 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $246,015 | 1,775 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $433,151 | 3,275 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $393,327 | 3,275 | Shares | Sole | 2020-06-23 | |
| No filing history on record for this holder in this stock. | ||||||