WADDELL & ASSOCIATES, LLC

Position in PEP — Pepsico Inc

CIK 1776757 MEMPHIS, TN

Position in PEP

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$850,176

-$503,176 QoQ

Shares Held

6,279

-28.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,923

of 3,394 holders

Holding Since

Jun 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

WADDELL & ASSOCIATES, LLC holds $2,699,351 across 4 Beverages - Non-Alcoholic names. PEP ranks #2 (31.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	14,635	$1,189,386
2	PEP	Pepsico Inc This page	6,279	$850,176
3	COKE	Coca-Cola Consolidated, Inc.	1,803	$344,228
4	MNST	Monster Beverage Corp	6,566	$315,561

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$850,176	6,279	-28.0%	Shares	Sole	2026-07-15
2026-03-31	$1,353,352	8,715	-20.4%	Shares	Sole	2026-05-11
2025-12-31	$1,571,974	10,953	+12.7%	Shares	Sole	2026-02-11
2025-09-30	$1,365,498	9,723	+74.7%	Shares	Sole	2025-11-10
2025-06-30	$734,802	5,565	+32.1%	Shares	Sole	2025-08-12
2024-09-30	$716,420	4,213	+0.0%	Shares	Sole	2024-11-12
2024-06-30	$694,520	4,211	-0.1%	Shares	Sole	2024-08-06
2024-03-31	$738,017	4,217	-1.5%	Shares	Sole	2024-05-08
2023-12-31	$727,254	4,282	-13.9%	Shares	Sole	2024-02-14
2023-09-30	$842,286	4,971	+20.5%	Shares	Sole	2023-11-07
2023-06-30	$764,402	4,127	+1.2%	Shares	Sole	2023-08-07
2023-03-31	$743,237	4,077	-2.4%	Shares	Sole	2023-05-10
2022-12-31	$754,436	4,176	-0.2%	Shares	Sole	2023-02-10
2022-09-30	$683,079	4,184	-16.5%	Shares	Sole	2022-11-02
2022-06-30	$835,133	5,011	+0.3%	Shares	Sole	2022-07-27
2022-03-31	$836,397	4,997	+0.1%	Shares	Sole	2022-04-21
2021-12-31	$866,986	4,991	+1.8%	Shares	Sole	2022-02-01
2021-09-30	$737,460	4,903	+0.1%	Shares	Sole	2021-11-10
2021-06-30	$725,440	4,896	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.