Key Financial Inc

Position in PEP — Pepsico Inc

CIK 1801720 WEST CHESTER, PA

Position in PEP

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,338,835

-$202,418 QoQ

Shares Held

9,888

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#1,600

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

Key Financial Inc holds $2,830,059 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (47.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	16,899	$1,373,381
2	PEP	Pepsico Inc This page	9,888	$1,338,835
3	MNST	Monster Beverage Corp	2,452	$117,843

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,338,835	9,888	-0.4%	Shares	Sole	2026-07-24
2026-03-31	$1,541,253	9,925	+3.0%	Shares	Sole	2026-04-24
2025-12-31	$1,382,384	9,632	+0.2%	Shares	Sole	2026-02-09
2025-09-30	$1,350,190	9,614	-0.4%	Shares	Sole	2025-11-05
2025-06-30	$1,275,110	9,657	0.0%	Shares	Sole	2025-08-05
2025-03-31	$1,447,970	9,657	+1.0%	Shares	Sole	2025-05-01
2024-12-31	$1,453,997	9,562	-0.3%	Shares	Sole	2025-01-31
2024-09-30	$1,630,949	9,591	+0.1%	Shares	Sole	2024-10-29
2024-06-30	$1,580,524	9,583	0.0%	Shares	Sole	2024-07-30
2024-03-31	$1,677,120	9,583	-0.6%	Shares	Sole	2024-05-13
2023-12-31	$1,637,427	9,641	0.0%	Shares	Sole	2024-01-31
2023-09-30	$1,633,571	9,641	0.0%	Shares	Sole	2023-11-01
2023-06-30	$1,785,706	9,641	-0.9%	Shares	Sole	2023-07-28
2023-03-31	$1,773,414	9,728	0.0%	Shares	Sole	2023-05-02
2022-12-31	$1,757,460	9,728	0.0%	Shares	Sole	2023-01-26
2022-09-30	$1,588,193	9,728	+85.3%	Shares	Sole	2022-10-28
2022-06-30	$874,965	5,250	+0.9%	Shares	Sole	2022-07-26
2022-03-31	$870,878	5,203	+4.2%	Shares	Sole	2022-04-27
2021-12-31	$867,681	4,995	+0.6%	Shares	Sole	2022-01-19
2021-09-30	$746,936	4,966	-1.2%	Shares	Sole	2021-11-01
2021-06-30	$744,850	5,027	-0.7%	Shares	Sole	2021-08-02
2021-03-31	$715,737	5,060	-6.7%	Shares	Sole	2021-04-30
2020-12-31	$804,379	5,424	+0.9%	Shares	Sole	2021-01-29
2020-09-30	$745,390	5,378	0.0%	Shares	Sole	2020-11-02
2020-06-30	$711,294	5,378	+0.7%	Shares	Sole	2020-08-07
2020-03-31	$641,334	5,340	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.