WEALTH ALLIANCE, LLC

Position in PEP — Pepsico Inc

CIK 1793904 MELLVILLE, NY

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Position in PEP

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,973,925

-$921,990 QoQ

Shares Held

21,964

-12.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#1,147

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, 2026

WEALTH ALLIANCE, LLC holds $4,462,086 across 4 Beverages - Non-Alcoholic names. PEP ranks #1 (66.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc This page	21,964	$2,973,925
2	KO	Coca Cola Co	7,900	$642,033
3	MNST	Monster Beverage Corp	12,656	$608,247
4	KDP	Keurig Dr Pepper Inc.	7,268	$237,881

All Filings in PEP

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,973,925	21,964	-12.5%	Shares	Defined	2026-08-11
2026-03-31	$3,895,915	25,088	+9.9%	Shares	Defined	2026-05-14
2025-12-31	$3,275,413	22,822	-1.2%	Shares	Defined	2026-02-13
2025-09-30	$3,242,900	23,091	+9.1%	Shares	Defined	2025-11-07
2025-06-30	$2,793,834	21,159	-4.8%	Shares	Defined	2025-08-08
2025-03-31	$3,332,266	22,224	+29.2%	Shares	Defined	2025-05-05
2024-12-31	$2,616,192	17,205	-19.8%	Shares	Defined	2025-02-03
2024-09-30	$3,647,572	21,450	+13.5%	Shares	Defined	2024-11-04
2024-06-30	$3,116,847	18,898	-1.8%	Shares	Defined	2024-08-09
2024-03-31	$3,368,067	19,245	+3.0%	Shares	Defined	2024-05-10
2023-12-31	$3,172,441	18,679	-3.4%	Shares	Defined	2024-01-30
2023-09-30	$3,276,461	19,337	+0.6%	Shares	Defined	2023-11-09
2023-06-30	$3,561,595	19,229	-0.4%	Shares	Defined	2023-08-02
2023-03-31	$3,520,759	19,313	+2.3%	Shares	Defined	2023-05-11
2022-12-31	$3,410,137	18,876	-0.1%	Shares	Defined	2023-02-13
2022-09-30	$3,085,123	18,897	+1.7%	Shares	Sole	2022-11-14
2022-06-30	$3,097,042	18,583	+60.5%	Shares	Sole	2022-10-11
2022-03-31	$1,937,590	11,576	-16.7%	Shares	Defined	2022-05-10
2021-12-31	$2,414,742	13,901	-19.9%	Shares	Defined	2022-02-14
2021-09-30	$2,610,214	17,354	-1.0%	Shares	Defined	2021-11-12
2021-06-30	$2,598,605	17,538	+0.1%	Shares	Defined	2021-08-16
2021-03-31	$2,478,627	17,523	+3.4%	Shares	Defined	2021-05-18
2020-12-31	$2,512,201	16,940	+21.6%	Shares	Defined	2021-02-11
2020-09-30	$1,931,391	13,935	-0.0%	Shares	Defined	2020-12-01
2020-06-30	$1,843,307	13,937	+11.5%	Shares	Defined	2020-08-14
2020-03-31	$1,501,490	12,502	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.