Claro Advisors Inc.

Position in PEP — Pepsico Inc

CIK 1764386 BOSTON, MA

Position in PEP

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

Position Value

$1,767,511

-$276,260 QoQ

Shares Held

13,054

-0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#1,426

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

Claro Advisors Inc. holds $4,621,542 across 4 Beverages - Non-Alcoholic names. PEP ranks #1 (38.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc This page	13,054	$1,767,511
2	KO	Coca Cola Co	20,186	$1,640,516
3	MNST	Monster Beverage Corp	15,998	$768,863
4	COKE	Coca-Cola Consolidated, Inc.	2,329	$444,652

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,767,511	13,054	-0.8%	Shares	Sole	2026-07-30
2026-03-31	$2,043,771	13,161	-16.5%	Shares	Sole	2026-04-21
2025-12-31	$2,261,301	15,756	+2.0%	Shares	Sole	2026-02-17
2025-09-30	$2,169,517	15,448	+0.6%	Shares	Sole	2025-11-12
2025-06-30	$2,027,738	15,357	-25.0%	Shares	Sole	2025-08-05
2025-03-31	$3,071,970	20,488	+2.1%	Shares	Sole	2025-05-12
2024-12-31	$3,049,867	20,057	-14.8%	Shares	Sole	2025-01-13
2024-09-30	$4,002,296	23,536	+5.9%	Shares	Sole	2024-11-07
2024-06-30	$3,664,249	22,217	+5.0%	Shares	Sole	2024-07-31
2024-03-31	$3,702,511	21,156	+6.6%	Shares	Sole	2024-04-18
2023-12-31	$3,371,833	19,853	-4.9%	Shares	Sole	2024-01-22
2023-09-30	$3,535,365	20,865	+3.5%	Shares	Sole	2023-10-10
2023-06-30	$3,733,664	20,158	+2.9%	Shares	Sole	2023-08-08
2023-03-31	$3,572,533	19,597	+2.1%	Shares	Sole	2023-04-17
2022-12-31	$3,469,033	19,202	+10.3%	Shares	Sole	2023-03-13
2022-09-30	$2,840,887	17,401	0.0%	Shares	Sole	2022-11-18
2022-06-30	$2,900,050	17,401	+11.1%	Shares	Sole	2022-08-12
2022-03-31	$2,622,677	15,669	0.0%	Shares	Sole	2022-05-16
2021-12-31	$2,721,861	15,669	+4.2%	Shares	Sole	2022-02-14
2021-09-30	$2,262,768	15,044	+7.0%	Shares	Sole	2021-11-15
2021-06-30	$2,082,973	14,058	+0.7%	Shares	Sole	2021-08-13
2021-03-31	$1,975,490	13,966	+4.7%	Shares	Sole	2021-05-17
2020-12-31	$1,978,173	13,339	+0.1%	Shares	Sole	2021-02-12
2020-09-30	$1,846,845	13,325	+7.7%	Shares	Sole	2020-11-16
2020-06-30	$1,636,056	12,370	+16.1%	Shares	Sole	2020-08-14
2020-03-31	$1,280,145	10,659	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.