Carolina Wealth Advisors, LLC

Position in PEP — Pepsico Inc

CIK 1786411 MYRTLE BEACH, SC

Position in PEP

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$2,483,236

-$404,536 QoQ

Shares Held

18,340

-1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.57%

of 13F equity value

Holder Rank

#1,237

of 3,394 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Carolina Wealth Advisors, LLC holds $7,356,777 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (33.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	59,823	$4,861,815
2	PEP	Pepsico Inc This page	18,340	$2,483,236
3	MNST	Monster Beverage Corp	244	$11,726

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,483,236	18,340	-1.4%	Shares	Sole	2026-07-09
2026-03-31	$2,887,772	18,596	+1998.9%	Shares	Sole	2026-04-07
2025-12-31	$127,158	886	+0.5%	Shares	Sole	2026-01-21
2025-09-30	$123,868	882	+81.1%	Shares	Sole	2025-10-07
2025-06-30	$64,303	487	0.0%	Shares	Sole	2025-07-22
2025-03-31	$73,020	487	-9.1%	Shares	Sole	2025-04-24
2024-12-31	$81,504	536	0.0%	Shares	Sole	2025-01-14
2024-09-30	$91,146	536	+7.2%	Shares	Sole	2024-10-21
2024-06-30	$82,465	500	0.0%	Shares	Sole	2024-07-12
2024-03-31	$87,505	500	0.0%	Shares	Sole	2024-04-05
2023-12-31	$84,920	500	0.0%	Shares	Sole	2024-01-23
2023-09-30	$84,720	500	0.0%	Shares	Sole	2023-10-17
2023-06-30	$92,610	500	0.0%	Shares	Sole	2023-07-17
2023-03-31	$91,150	500	0.0%	Shares	Sole	2023-04-14
2022-12-31	$90,330	500	0.0%	Shares	Sole	2023-01-10
2022-09-30	$81,630	500	0.0%	Shares	Sole	2022-10-14
2022-06-30	$83,330	500	0.0%	Shares	Sole	2022-07-19
2022-03-31	$83,690	500	0.0%	Shares	Sole	2022-04-18
2021-12-31	$86,855	500	0.0%	Shares	Sole	2022-01-24
2021-09-30	$75,205	500	-2.7%	Shares	Sole	2021-10-22
2021-06-30	$76,159	514	-4.6%	Shares	Sole	2021-07-22
2021-03-31	$76,241	539	+4.9%	Shares	Sole	2021-04-09
2020-12-31	$76,226	514	+1368.6%	Shares	Sole	2021-01-29
2020-09-30	$4,851	35	—	Shares	Sole	2020-10-19
No filing history on record for this holder in this stock.