Regent Peak Wealth Advisors LLC

Position in PEP — Pepsico Inc

CIK 1803329 ATLANTA, GA

Position in PEP

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$291,245

+$28,029 QoQ

Shares Held

2,151

+26.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#2,796

of 3,394 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Regent Peak Wealth Advisors LLC holds $12,253,503 across 3 Beverages - Non-Alcoholic names. PEP ranks #3 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	140,275	$11,400,149
2	MNST	Monster Beverage Corp	11,696	$562,109
3	PEP	Pepsico Inc This page	2,151	$291,245

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$291,245	2,151	+26.9%	Shares	Sole	2026-07-10
2026-03-31	$263,216	1,695	-46.7%	Shares	Sole	2026-04-14
2025-12-31	$456,680	3,182	-0.8%	Shares	Sole	2026-01-08
2025-09-30	$450,391	3,207	-16.0%	Shares	Sole	2025-10-16
2025-03-31	$572,320	3,817	-18.5%	Shares	Sole	2025-04-14
2024-12-31	$712,249	4,684	-66.7%	Shares	Sole	2025-01-07
2024-09-30	$2,392,943	14,072	-11.8%	Shares	Sole	2024-10-16
2024-06-30	$2,630,798	15,951	+3.4%	Shares	Sole	2024-08-14
2024-03-31	$2,699,704	15,426	+270.9%	Shares	Sole	2024-05-01
2023-12-31	$706,364	4,159	-1.7%	Shares	Sole	2024-01-23
2023-09-30	$716,561	4,229	-0.4%	Shares	Sole	2023-11-03
2023-06-30	$786,629	4,247	-0.8%	Shares	Sole	2023-07-19
2023-03-31	$780,790	4,283	-3.9%	Shares	Sole	2023-04-24
2022-12-31	$805,201	4,457	+4.2%	Shares	Sole	2023-02-08
2022-09-30	$698,426	4,278	+0.9%	Shares	Sole	2022-11-14
2022-06-30	$706,305	4,238	+3.8%	Shares	Sole	2022-08-11
2022-03-31	$683,579	4,084	+0.9%	Shares	Sole	2022-05-03
2021-12-31	$703,178	4,048	+2.4%	Shares	Sole	2022-02-11
2021-09-30	$594,721	3,954	+1.3%	Shares	Sole	2021-11-08
2021-06-30	$578,159	3,902	+5.7%	Shares	Sole	2021-08-16
2021-03-31	$522,374	3,693	-3.7%	Shares	Sole	2021-04-28
2020-12-31	$568,433	3,833	+12.8%	Shares	Sole	2021-02-12
2020-09-30	$470,962	3,398	+6.7%	Shares	Sole	2020-11-04
2020-06-30	$421,248	3,185	-14.0%	Shares	Sole	2020-08-05
2020-03-31	$444,610	3,702	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.