Gladstone Institutional Advisory LLC

Position in PEP — Pepsico Inc

CIK 1766530 Bedminster, NJ

Position in PEP

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$3,027,544

-$365,697 QoQ

Shares Held

22,360

+2.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,141

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

Gladstone Institutional Advisory LLC holds $9,365,180 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (32.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	73,515	$5,974,564
2	PEP	Pepsico Inc This page	22,360	$3,027,544
3	CELH	Celsius Holdings, Inc.	12,400	$363,072

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,027,544	22,360	+2.3%	Shares	Sole	2026-07-27
2026-03-31	$3,393,241	21,851	+9.2%	Shares	Sole	2026-05-14
2025-12-31	$2,871,978	20,011	-12.3%	Shares	Sole	2026-02-17
2025-09-30	$3,203,576	22,811	-2.0%	Shares	Sole	2025-10-22
2025-06-30	$3,072,042	23,266	-9.7%	Shares	Sole	2025-08-12
2025-03-31	$3,864,553	25,774	+19.9%	Shares	Sole	2025-05-15
2024-12-31	$3,268,985	21,498	-9.5%	Shares	Sole	2025-01-29
2024-09-30	$4,038,177	23,747	-1.7%	Shares	Sole	2024-10-28
2024-06-30	$3,984,543	24,159	+11.5%	Shares	Sole	2024-08-02
2024-03-31	$3,790,541	21,659	-0.1%	Shares	Sole	2024-05-14
2023-12-31	$3,682,980	21,685	+12.9%	Shares	Sole	2024-02-09
2023-09-30	$3,254,942	19,210	-1.1%	Shares	Sole	2023-11-13
2023-06-30	$3,596,046	19,415	-9.2%	Shares	Sole	2023-08-10
2023-03-31	$3,897,209	21,378	-18.4%	Shares	Sole	2023-05-12
2022-12-31	$4,732,027	26,193	-4.5%	Shares	Sole	2023-02-01
2022-09-30	$4,476,915	27,422	+54.4%	Shares	Sole	2023-01-30
2022-06-30	$2,959,214	17,756	-31.2%	Shares	Sole	2023-01-30
2022-03-31	$4,322,755	25,826	+144.9%	Shares	Sole	2023-01-30
2021-12-31	$1,831,771	10,545	+2.8%	Shares	Sole	2023-01-30
2021-09-30	$1,542,454	10,255	+18.1%	Shares	Sole	2023-01-30
2021-06-30	$1,286,411	8,682	+23.9%	Shares	Sole	2023-01-30
2021-03-31	$990,857	7,005	+226.4%	Shares	Sole	2023-01-30
2020-12-31	$318,251	2,146	-7.1%	Shares	Sole	2023-01-30
2020-09-30	$320,027	2,309	+11.5%	Shares	Sole	2023-01-30
2020-06-30	$273,910	2,071	-36.2%	Shares	Sole	2020-08-17
2020-03-31	$389,724	3,245	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.