Position in PEP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$258,749
-$56,023 QoQ
Shares Held
1,911
-5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,882
of 3,394 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Realta Investment Advisors holds $1,308,379 across 2 Beverages - Non-Alcoholic names. PEP ranks #2 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MNST |
Monster Beverage Corp
|
21,840 | $1,049,630 | |
| 2 | PEP |
Pepsico Inc
This page
|
1,911 | $258,749 |
All Filings in PEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,749 | 1,911 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $314,772 | 2,027 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $290,628 | 2,025 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $286,638 | 2,041 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $294,449 | 2,230 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $313,224 | 2,089 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $340,462 | 2,239 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $432,437 | 2,543 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,296,514 | 7,861 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,261,472 | 7,208 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,357,361 | 7,992 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,202,176 | 7,095 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,370,628 | 7,400 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,255,135 | 6,885 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,348,988 | 7,467 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,284,692 | 7,869 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,293,948 | 7,764 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,340,211 | 8,007 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $1,381,863 | 7,955 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,225,089 | 8,145 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $1,186,249 | 8,006 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,142,491 | 8,077 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $742,389 | 5,006 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $811,503 | 5,855 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $714,204 | 5,400 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $548,857 | 4,570 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||