Concord Wealth Partners

Position in PEP — Pepsico Inc

CIK 1814214 ABINGDON, VA

Position in PEP

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,109,738

-$150,129 QoQ

Shares Held

8,196

+1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,726

of 3,394 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Concord Wealth Partners holds $6,697,739 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (16.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	68,732	$5,585,849
2	PEP	Pepsico Inc This page	8,196	$1,109,738
3	FIZZ	National Beverage Corp	69	$2,152

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,109,738	8,196	+1.0%	Shares	Sole	2026-07-27
2026-03-31	$1,259,867	8,113	+2.1%	Shares	Sole	2026-05-01
2025-12-31	$1,140,840	7,949	-1.5%	Shares	Sole	2026-01-29
2025-09-30	$1,133,350	8,070	-9.1%	Shares	Sole	2025-11-05
2025-06-30	$1,172,515	8,880	+20.2%	Shares	Sole	2025-07-25
2025-03-31	$1,107,606	7,387	-52.0%	Shares	Sole	2025-05-02
2024-12-31	$2,340,811	15,394	-19.5%	Shares	Sole	2025-01-24
2024-09-30	$3,251,015	19,118	+4.2%	Shares	Sole	2024-10-24
2024-06-30	$3,027,125	18,354	+1.4%	Shares	Sole	2024-07-31
2024-03-31	$3,167,856	18,101	+18.5%	Shares	Sole	2024-04-30
2023-12-31	$2,593,286	15,269	+18.4%	Shares	Sole	2024-04-30
2023-09-30	$2,184,251	12,891	+5.1%	Shares	Sole	2024-04-30
2023-06-30	$2,272,464	12,269	+80.5%	Shares	Sole	2023-08-08
2023-03-31	$1,239,275	6,798	+24.8%	Shares	Sole	2023-04-26
2022-12-31	$984,055	5,447	-26.4%	Shares	Sole	2023-01-30
2022-09-30	$1,208,450	7,402	-5.3%	Shares	Sole	2022-11-10
2022-06-30	$1,303,281	7,820	+1.7%	Shares	Sole	2022-08-04
2022-03-31	$1,286,482	7,686	+5.1%	Shares	Sole	2022-04-20
2021-12-31	$1,269,993	7,311	+246.2%	Shares	Sole	2022-01-21
2021-09-30	$317,665	2,112	-58.4%	Shares	Sole	2021-11-09
2021-06-30	$752,407	5,078	+19.6%	Shares	Sole	2021-07-29
2021-03-31	$600,596	4,246	+344.6%	Shares	Sole	2021-05-13
2020-12-31	$141,626	955	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.