CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Position in PEP — Pepsico Inc

CIK 1766904 RICHMOND, VA

Position in PEP

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$486,623

-$73,190 QoQ

Shares Held

3,594

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#2,342

of 3,394 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 79% Shared 0% None 21%

Consumer Defensive · as of Jun 30, 2026

CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $2,139,453 across 5 Beverages - Non-Alcoholic names. PEP ranks #2 (22.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	11,766	$956,216
2	PEP	Pepsico Inc This page	3,594	$486,623
3	MNST	Monster Beverage Corp	7,092	$340,838
4	KDP	Keurig Dr Pepper Inc.	9,937	$325,232
5	COKE	Coca-Cola Consolidated, Inc.	160	$30,544

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$486,623	3,594	-0.3%	Shares	Other	2026-07-17
2026-03-31	$559,813	3,605	+6.1%	Shares	Other	2026-04-29
2025-12-31	$487,676	3,398	+0.8%	Shares	Other	2026-02-09
2025-09-30	$473,559	3,372	+20.6%	Shares	Other	2025-11-10
2025-06-30	$369,178	2,796	-7.4%	Shares	Other	2025-08-13
2025-03-31	$452,664	3,019	+19.0%	Shares	Other	2025-05-09
2024-12-31	$385,618	2,536	-95.3%	Shares	Other	2025-02-14
2024-09-30	$9,188,308	54,033	-4.6%	Shares	Defined	2024-10-30
2024-06-30	$9,340,309	56,632	+4.6%	Shares	Other	2024-07-22
2024-03-31	$9,471,710	54,121	-3.4%	Shares	Defined	2024-04-30
2023-12-31	$9,514,941	56,023	-0.1%	Shares	Defined	2024-02-07
2023-09-30	$9,505,582	56,100	+9.7%	Shares	Defined	2023-11-13
2023-06-30	$9,476,225	51,162	+5.1%	Shares	Defined	2023-08-10
2023-03-31	$8,871,994	48,667	-0.7%	Shares	Defined	2023-05-12
2022-12-31	$8,855,230	49,016	+0.3%	Shares	Defined	2023-02-14
2022-09-30	$7,980,965	48,885	+5.4%	Shares	Sole	2022-11-14
2022-06-30	$7,733,024	46,400	+512.8%	Shares	Sole	2022-08-15
2022-03-31	$1,267,401	7,572	-8.6%	Shares	Sole	2022-05-16
2021-12-31	$1,439,708	8,288	+28.7%	Shares	Sole	2022-02-14
2021-09-30	$968,941	6,442	+3.8%	Shares	Sole	2021-11-15
2021-06-30	$919,246	6,204	+8.1%	Shares	Sole	2021-08-16
2021-03-31	$811,781	5,739	-83.8%	Shares	Sole	2021-05-17
2020-12-31	$5,242,998	35,354	+221.2%	Shares	Sole	2021-02-12
2020-09-30	$1,525,431	11,006	+451.7%	Shares	Sole	2020-11-12
2020-06-30	$263,858	1,995	+16.7%	Shares	Sole	2020-08-05
2020-03-31	$205,371	1,710	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.