Great Diamond Partners, LLC

Position in PEP — Pepsico Inc

CIK 1801112 Portland, ME

Position in PEP

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$707,329

-$98,936 QoQ

Shares Held

5,224

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#2,044

of 3,394 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Great Diamond Partners, LLC holds $2,247,684 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (31.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	12,419	$1,009,292
2	PEP	Pepsico Inc This page	5,224	$707,329
3	MNST	Monster Beverage Corp	11,050	$531,063

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$707,329	5,224	+0.6%	Shares	Sole	2026-07-17
2026-03-31	$806,265	5,192	-7.4%	Shares	Sole	2026-05-12
2025-12-31	$804,573	5,606	-1.8%	Shares	Sole	2026-02-06
2025-09-30	$801,912	5,710	-0.1%	Shares	Sole	2025-10-20
2025-06-30	$754,476	5,714	+288.2%	Shares	Sole	2025-08-13
2024-09-30	$250,313	1,472	-24.0%	Shares	Sole	2024-10-25
2024-06-30	$319,469	1,937	-13.9%	Shares	Sole	2024-07-29
2024-03-31	$393,772	2,250	-18.3%	Shares	Sole	2024-05-08
2023-12-31	$467,569	2,753	-38.4%	Shares	Sole	2024-02-07
2023-09-30	$757,735	4,472	-0.5%	Shares	Sole	2023-10-19
2023-06-30	$832,749	4,496	-2.3%	Shares	Sole	2023-07-17
2023-03-31	$838,944	4,602	+83.3%	Shares	Sole	2023-05-04
2022-12-31	$453,637	2,511	-47.0%	Shares	Sole	2023-02-01
2022-09-30	$774,015	4,741	+0.2%	Shares	Sole	2022-10-24
2022-06-30	$788,635	4,732	-2.4%	Shares	Sole	2022-07-26
2022-03-31	$811,290	4,847	+2.8%	Shares	Sole	2022-05-05
2021-12-31	$819,216	4,716	-44.4%	Shares	Sole	2022-01-26
2021-09-30	$1,275,777	8,482	+0.2%	Shares	Sole	2021-10-21
2021-06-30	$1,254,259	8,465	+4.0%	Shares	Sole	2021-07-26
2021-03-31	$1,151,827	8,143	-6.9%	Shares	Sole	2021-05-04
2020-12-31	$1,296,586	8,743	+3.0%	Shares	Sole	2021-01-26
2020-09-30	$1,176,021	8,485	-5.1%	Shares	Sole	2020-10-19
2020-06-30	$1,182,404	8,940	-3.2%	Shares	Sole	2020-08-04
2020-03-31	$1,108,643	9,231	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.