Advisor OS, LLC

Position in PEP — Pepsico Inc

CIK 1767580 CHICAGO, IL

Position in PEP

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,339,781

-$221,191 QoQ

Shares Held

9,895

-1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,598

of 3,394 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Advisor OS, LLC holds $5,517,376 across 4 Beverages - Non-Alcoholic names. PEP ranks #2 (24.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	42,559	$3,458,767
2	PEP	Pepsico Inc This page	9,895	$1,339,781
3	PRMB	Primo Brands Corp	15,824	$386,737
4	MNST	Monster Beverage Corp	6,910	$332,091

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,339,781	9,895	-1.6%	Shares	Sole	2026-08-05
2026-03-31	$1,560,972	10,052	+2.5%	Shares	Sole	2026-05-08
2025-12-31	$1,407,496	9,807	+7.1%	Shares	Sole	2026-02-04
2025-09-30	$1,285,725	9,155	+2.2%	Shares	Sole	2025-11-12
2025-06-30	$1,183,338	8,962	+6.4%	Shares	Sole	2025-08-14
2025-03-31	$1,262,791	8,422	-38.1%	Shares	Sole	2025-05-06
2024-12-31	$2,070,293	13,615	+6.8%	Shares	Sole	2025-02-05
2024-09-30	$2,168,134	12,750	-3.9%	Shares	Sole	2024-11-04
2024-06-30	$2,187,462	13,263	+3.8%	Shares	Sole	2024-08-05
2024-03-31	$2,236,798	12,781	+40.9%	Shares	Sole	2024-05-09
2023-12-31	$1,540,274	9,069	+18.3%	Shares	Sole	2024-02-08
2023-09-30	$1,299,262	7,668	-27.7%	Shares	Sole	2023-11-03
2023-06-30	$1,964,068	10,604	-15.3%	Shares	Sole	2023-08-08
2023-03-31	$2,281,845	12,517	+0.3%	Shares	Sole	2023-04-25
2022-12-31	$2,254,451	12,479	-11.8%	Shares	Sole	2023-02-01
2022-09-30	$2,309,797	14,148	+5.5%	Shares	Sole	2022-11-04
2022-06-30	$2,234,740	13,409	+38.3%	Shares	Sole	2022-08-02
2022-03-31	$1,622,911	9,696	-4.2%	Shares	Sole	2022-05-11
2021-12-31	$1,757,420	10,117	+5.0%	Shares	Sole	2022-02-04
2021-09-30	$1,449,799	9,639	+4.7%	Shares	Sole	2021-11-15
2021-06-30	$1,364,197	9,207	+16.1%	Shares	Sole	2021-08-10
2021-03-31	$1,121,412	7,928	+8.6%	Shares	Other	2021-05-13
2020-12-31	$1,082,738	7,301	+124.3%	Shares	Sole	2021-02-10
2020-09-30	$451,143	3,255	-65.8%	Shares	Sole	2020-11-12
2020-06-30	$1,260,570	9,531	—	Shares	Sole	2020-08-28
No filing history on record for this holder in this stock.