Soltis Investment Advisors LLC

Position in PEP — Pepsico Inc

CIK 1802530 ST. GEORGE, UT

Position in PEP

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$9,587,132

-$715,117 QoQ

Shares Held

70,806

+6.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#604

of 3,394 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 82% Shared 0% None 18%

Consumer Defensive · as of Jun 30, 2026

Soltis Investment Advisors LLC holds $24,380,121 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (39.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	128,935	$10,478,547
2	PEP	Pepsico Inc This page	70,806	$9,587,132
3	MNST	Monster Beverage Corp	89,772	$4,314,442

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,587,132	70,806	+6.7%	Shares	Sole	2026-07-31
2026-03-31	$10,302,249	66,342	+11.5%	Shares	Sole	2026-04-27
2025-12-31	$8,541,592	59,515	+43.5%	Shares	Sole	2026-04-02
2025-09-30	$5,825,310	41,479	+576.9%	Shares	Sole	2025-11-12
2025-06-30	$809,141	6,128	+12.6%	Shares	Sole	2025-08-06
2025-03-31	$816,273	5,444	-7.6%	Shares	Sole	2025-05-13
2024-12-31	$895,481	5,889	+1.0%	Shares	Sole	2025-01-29
2024-09-30	$991,561	5,831	+16.2%	Shares	Sole	2025-01-03
2024-06-30	$827,453	5,017	+21.7%	Shares	Sole	2024-08-12
2024-03-31	$721,566	4,123	+3.1%	Shares	Sole	2024-05-29
2023-12-31	$679,020	3,998	-0.9%	Shares	Sole	2024-01-26
2023-09-30	$683,859	4,036	+8.2%	Shares	Sole	2023-11-08
2023-06-30	$691,055	3,731	-4.8%	Shares	Sole	2023-08-09
2023-03-31	$714,798	3,921	+13.7%	Shares	Sole	2023-05-03
2022-12-31	$622,915	3,448	+0.8%	Shares	Sole	2023-02-09
2022-09-30	$558,512	3,421	+0.0%	Shares	Sole	2022-11-14
2022-06-30	$569,977	3,420	+1.4%	Shares	Sole	2022-08-11
2022-03-31	$564,405	3,372	-0.1%	Shares	Sole	2022-05-06
2021-12-31	$586,097	3,374	-5.8%	Shares	Sole	2022-02-09
2021-09-30	$538,467	3,580	+1.8%	Shares	Sole	2021-11-09
2021-06-30	$521,262	3,518	+18.7%	Shares	Sole	2021-08-04
2021-03-31	$419,399	2,965	-1.4%	Shares	Sole	2021-05-11
2020-12-31	$445,789	3,006	+5.8%	Shares	Sole	2021-02-10
2020-09-30	$393,762	2,841	+0.1%	Shares	Sole	2020-10-28
2020-06-30	$375,486	2,839	+7.6%	Shares	Sole	2020-08-12
2020-03-31	$316,943	2,639	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.