Strategic Investment Advisors / MI

Position in PEP — Pepsico Inc

CIK 1760540 FARMINGTON HILLS, MI

Position in PEP

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

Position Value

$1,148,869

-$366,916 QoQ

Shares Held

8,485

-13.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,697

of 3,394 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Strategic Investment Advisors / MI holds $1,912,042 across 3 Beverages - Non-Alcoholic names. PEP ranks #1 (60.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc This page	8,485	$1,148,869
2	KO	Coca Cola Co	5,063	$411,470
3	MNST	Monster Beverage Corp	7,318	$351,703

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,148,869	8,485	-13.1%	Shares	Sole	2026-08-14
2026-03-31	$1,515,785	9,761	+361.7%	Shares	Sole	2026-05-18
2025-06-30	$279,132	2,114	+11.0%	Shares	Sole	2025-08-15
2025-03-31	$285,485	1,904	-8.7%	Shares	Sole	2025-04-23
2024-12-31	$317,045	2,085	-3.8%	Shares	Sole	2025-01-22
2024-09-30	$368,498	2,167	+3.5%	Shares	Sole	2024-10-21
2024-06-30	$345,198	2,093	+5.3%	Shares	Sole	2024-07-23
2024-03-31	$347,919	1,988	+4.2%	Shares	Sole	2024-04-23
2023-12-31	$323,884	1,907	-9.2%	Shares	Sole	2024-01-10
2023-09-30	$355,824	2,100	+1.5%	Shares	Sole	2023-10-25
2023-06-30	$383,034	2,068	+19.0%	Shares	Sole	2023-08-14
2023-03-31	$316,837	1,738	-48.0%	Shares	Sole	2023-04-27
2022-12-31	$603,404	3,340	+27.6%	Shares	Sole	2023-01-20
2022-09-30	$427,251	2,617	-16.5%	Shares	Sole	2022-10-27
2022-06-30	$522,479	3,135	+15.5%	Shares	Sole	2022-08-15
2022-03-31	$454,269	2,714	+10.3%	Shares	Sole	2022-04-28
2021-12-31	$427,326	2,460	+10.8%	Shares	Sole	2022-01-26
2021-09-30	$333,910	2,220	+1.3%	Shares	Sole	2021-10-19
2021-06-30	$324,788	2,192	-0.4%	Shares	Sole	2021-07-22
2021-03-31	$311,331	2,201	-9.0%	Shares	Sole	2021-04-14
2020-12-31	$358,886	2,420	-17.0%	Shares	Sole	2021-01-13
2020-09-30	$404,019	2,915	-46.7%	Shares	Sole	2020-10-14
2020-06-30	$722,933	5,466	+3.6%	Shares	Sole	2020-08-04
2020-03-31	$633,647	5,276	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.