Summit Financial, LLC

Position in PEP — Pepsico Inc

CIK 1765536 PARSIPPANY, NJ

Position in PEP

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$6,413,898

-$776,184 QoQ

Shares Held

47,370

+2.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#777

of 3,394 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Summit Financial, LLC holds $18,663,621 across 4 Beverages - Non-Alcoholic names. PEP ranks #2 (34.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	119,934	$9,747,036
2	PEP	Pepsico Inc This page	47,370	$6,413,898
3	KDP	Keurig Dr Pepper Inc.	59,082	$1,933,753
4	MNST	Monster Beverage Corp	11,838	$568,934

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,413,898	47,370	+2.3%	Shares	Sole	2026-08-12
2026-03-31	$7,190,082	46,301	+12.0%	Shares	Sole	2026-05-15
2025-12-31	$5,931,968	41,332	-1.6%	Shares	Sole	2026-02-13
2025-09-30	$5,896,373	41,985	+9.1%	Shares	Sole	2025-11-14
2025-06-30	$5,081,427	38,484	+36.2%	Shares	Sole	2025-08-13
2025-03-31	$4,237,454	28,261	+8.2%	Shares	Sole	2025-05-14
2024-12-31	$3,970,286	26,110	+41.5%	Shares	Sole	2025-02-12
2024-09-30	$3,137,422	18,450	+5.1%	Shares	Sole	2024-11-12
2024-06-30	$2,895,840	17,558	+75.0%	Shares	Sole	2024-07-31
2024-03-31	$1,756,225	10,035	+4.4%	Shares	Sole	2024-04-24
2023-12-31	$1,632,502	9,612	+13.6%	Shares	Sole	2024-02-06
2023-09-30	$1,433,292	8,459	+1.1%	Shares	Sole	2023-11-07
2023-06-30	$1,549,735	8,367	+189.9%	Shares	Sole	2023-08-11
2023-03-31	$526,117	2,886	-4.4%	Shares	Sole	2023-05-03
2022-12-31	$545,412	3,019	-34.9%	Shares	Sole	2023-02-07
2022-09-30	$756,873	4,636	-4.2%	Shares	Sole	2022-11-15
2022-06-30	$806,301	4,838	-6.8%	Shares	Sole	2022-08-12
2022-03-31	$869,036	5,192	+31.4%	Shares	Sole	2022-05-10
2021-12-31	$686,328	3,951	+2.8%	Shares	Sole	2022-02-07
2021-09-30	$578,176	3,844	+94.8%	Shares	Sole	2021-11-08
2021-06-30	$292,339	1,973	—	Shares	Sole	2021-08-06
No filing history on record for this holder in this stock.