DELTA FINANCIAL ADVISORS LLC

Position in PEP — Pepsico Inc

CIK 1790295 Metairie, LA

Position in PEP

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

Position Value

$2,348,242

-$428,343 QoQ

Shares Held

17,343

-3.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#1,264

of 3,394 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Consumer Defensive · as of Jun 30, 2026

DELTA FINANCIAL ADVISORS LLC holds $5,864,913 across 3 Beverages - Non-Alcoholic names. PEP ranks #1 (40.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc This page	17,343	$2,348,242
2	MNST	Monster Beverage Corp	40,952	$1,968,153
3	KO	Coca Cola Co	19,054	$1,548,518

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,348,242	17,343	-3.0%	Shares	Sole	2026-08-05
2026-03-31	$2,776,585	17,880	+6.0%	Shares	Sole	2026-05-05
2025-12-31	$2,420,034	16,862	-2.9%	Shares	Sole	2026-02-06
2025-09-30	$2,437,617	17,357	+0.4%	Shares	Sole	2025-10-30
2025-06-30	$2,283,631	17,295	+3.9%	Shares	Sole	2025-08-07
2025-03-31	$2,496,501	16,650	+0.9%	Shares	Sole	2025-05-13
2024-12-31	$2,510,206	16,508	0.0%	Shares	Sole	2025-02-04
2024-09-30	$2,807,185	16,508	+1.7%	Shares	Sole	2024-11-04
2024-06-30	$2,678,133	16,238	-2.1%	Shares	Sole	2024-08-06
2024-03-31	$2,902,890	16,587	-0.3%	Shares	Sole	2024-05-07
2023-12-31	$2,825,288	16,635	-3.9%	Shares	Sole	2024-01-31
2023-09-30	$2,934,531	17,319	-0.1%	Shares	Sole	2023-11-03
2023-06-30	$3,212,085	17,342	+2.5%	Shares	Sole	2023-08-03
2023-03-31	$3,084,516	16,920	-0.6%	Shares	Sole	2023-05-04
2022-12-31	$3,075,555	17,024	-0.4%	Shares	Sole	2023-02-01
2022-09-30	$2,790,276	17,091	+1.0%	Shares	Sole	2022-10-27
2022-06-30	$2,819,387	16,917	+0.1%	Shares	Sole	2022-08-01
2022-03-31	$2,827,382	16,892	+0.3%	Shares	Sole	2022-05-06
2021-12-31	$2,925,623	16,842	+0.5%	Shares	Sole	2022-02-04
2021-09-30	$2,521,473	16,764	-0.4%	Shares	Sole	2021-10-26
2021-06-30	$2,493,552	16,829	+0.2%	Shares	Sole	2021-08-04
2021-03-31	$2,376,642	16,802	+1.5%	Shares	Sole	2021-04-29
2020-12-31	$2,453,771	16,546	-1.7%	Shares	Sole	2021-01-28
2020-09-30	$2,333,192	16,834	-3.8%	Shares	Sole	2020-10-20
2020-06-30	$2,315,608	17,508	+0.3%	Shares	Sole	2020-08-04
2020-03-31	$2,095,865	17,451	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.