Position in PEP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$385,213
-$36,399 QoQ
Shares Held
2,845
+4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,549
of 3,394 holders
Holding Since
Mar 2020
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Outlook Wealth Advisors, LLC holds $938,191 across 2 Beverages - Non-Alcoholic names. PEP ranks #2 (41.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MNST |
Monster Beverage Corp
|
11,506 | $552,978 | |
| 2 | PEP |
Pepsico Inc
This page
|
2,845 | $385,213 |
All Filings in PEP
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,213 | 2,845 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $421,612 | 2,715 | Shares | Sole | 2026-04-17 | |
| 2020-06-30 | $451,271 | 3,412 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $404,376 | 3,367 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||