Symphony Financial, Ltd. Co.

Position in PEP — Pepsico Inc

CIK 1800687 HOUSTON, TX

Position in PEP

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,228,007

-$457,578 QoQ

Shares Held

16,455

-4.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#1,299

of 3,401 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Symphony Financial, Ltd. Co. holds $5,058,964 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (44.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	32,245	$2,620,551
2	PEP	Pepsico Inc This page	16,455	$2,228,007
3	MNST	Monster Beverage Corp	4,378	$210,406

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,228,007	16,455	-4.9%	Shares	Sole	2026-08-04
2026-03-31	$2,685,585	17,294	+8.8%	Shares	Sole	2026-05-01
2025-12-31	$2,280,819	15,892	-48.8%	Shares	Sole	2026-02-11
2025-09-30	$4,360,942	31,052	+1.7%	Shares	Sole	2025-10-31
2025-06-30	$4,029,596	30,518	+240.0%	Shares	Sole	2025-08-15
2024-12-31	$1,365,042	8,977	-29.7%	Shares	Sole	2025-01-24
2024-09-30	$2,172,728	12,777	+6.7%	Shares	Sole	2024-10-21
2024-06-30	$1,975,036	11,975	+10.1%	Shares	Sole	2024-07-18
2024-03-31	$1,902,883	10,873	+9.6%	Shares	Sole	2024-04-17
2023-12-31	$1,685,492	9,924	+7.1%	Shares	Sole	2024-01-18
2023-09-30	$1,569,692	9,264	-1.8%	Shares	Sole	2023-11-07
2023-06-30	$1,746,624	9,430	-8.3%	Shares	Sole	2023-07-12
2023-03-31	$1,875,502	10,288	-6.8%	Shares	Sole	2023-05-03
2022-12-31	$1,994,847	11,042	+16.3%	Shares	Sole	2023-01-26
2022-09-30	$1,550,480	9,497	+18.1%	Shares	Sole	2022-10-28
2022-06-30	$1,339,779	8,039	-1.5%	Shares	Sole	2022-07-18
2022-03-31	$237,000	8,160	+19.0%	Shares	Sole	2022-05-13
2021-12-31	$1,191,650	6,860	+22.0%	Shares	Sole	2022-01-19
2021-09-30	$845,454	5,621	-13.4%	Shares	Sole	2021-10-12
2021-06-30	$961,919	6,492	-32.5%	Shares	Sole	2021-07-13
2021-03-31	$1,360,183	9,616	+1.1%	Shares	Sole	2021-04-15
2020-12-31	$1,410,777	9,513	+5.0%	Shares	Sole	2021-01-13
2020-09-30	$1,255,300	9,057	-2.5%	Shares	Sole	2020-10-09
2020-06-30	$1,228,430	9,288	+86.0%	Shares	Sole	2020-07-08
2020-03-31	$599,659	4,993	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.