Physician Wealth Advisors, Inc.

Position in PEP — Pepsico Inc

CIK 1795173 MIDVALE, UT

Position in PEP

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$347,707

-$66,296 QoQ

Shares Held

2,568

-3.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#2,633

of 3,394 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Physician Wealth Advisors, Inc. holds $690,290 across 8 Beverages - Non-Alcoholic names. PEP ranks #1 (50.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc This page	2,568	$347,707
2	KO	Coca Cola Co	3,169	$257,544
3	MNST	Monster Beverage Corp	776	$37,294
4	KDP	Keurig Dr Pepper Inc.	601	$19,670
5	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	149	$14,910
6	FIZZ	National Beverage Corp	390	$12,168
7	COKE	Coca-Cola Consolidated, Inc.	3	$572
8	KOF	Coca Cola Femsa Sab De CV	4	$425

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$347,707	2,568	-3.7%	Shares	Sole	2026-07-20
2026-03-31	$414,003	2,666	+6.7%	Shares	Sole	2026-04-24
2025-12-31	$358,656	2,499	-65.7%	Shares	Sole	2026-01-29
2025-09-30	$1,022,824	7,283	+3.6%	Shares	Sole	2025-11-04
2025-06-30	$928,109	7,029	+0.2%	Shares	Sole	2025-07-14
2025-03-31	$1,051,379	7,012	-0.1%	Shares	Sole	2025-04-28
2024-12-31	$1,067,461	7,020	-0.9%	Shares	Sole	2025-02-12
2024-09-30	$1,204,974	7,086	+2.7%	Shares	Sole	2024-10-16
2024-06-30	$1,138,017	6,900	-1.3%	Shares	Sole	2024-07-17
2024-03-31	$1,223,319	6,990	+4.3%	Shares	Sole	2024-04-17
2023-12-31	$1,137,928	6,700	+0.6%	Shares	Sole	2024-01-23
2023-09-30	$1,128,978	6,663	+0.1%	Shares	Sole	2023-10-10
2023-06-30	$1,233,009	6,657	+0.4%	Shares	Sole	2023-07-05
2023-03-31	$1,209,195	6,633	+0.1%	Shares	Sole	2023-04-20
2022-12-31	$1,197,414	6,628	+0.5%	Shares	Sole	2023-01-25
2022-09-30	$1,077,189	6,598	+0.1%	Shares	Sole	2022-10-06
2022-06-30	$1,098,789	6,593	+0.0%	Shares	Sole	2022-08-02
2022-03-31	$1,103,201	6,591	+0.0%	Shares	Sole	2022-05-05
2021-12-31	$1,144,748	6,590	+0.0%	Shares	Sole	2022-01-11
2021-09-30	$991,051	6,589	+0.0%	Shares	Sole	2021-10-19
2021-06-30	$976,143	6,588	+0.7%	Shares	Sole	2021-07-23
2021-03-31	$925,507	6,543	-5.7%	Shares	Sole	2021-04-06
2020-12-31	$1,029,350	6,941	-1.3%	Shares	Sole	2021-02-19
2020-09-30	$974,358	7,030	-25.2%	Shares	Sole	2020-11-04
2020-06-30	$1,242,979	9,398	+0.2%	Shares	Sole	2020-08-11
2020-03-31	$1,126,778	9,382	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.