Position in PEP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$9,697,077
-$1,753,075 QoQ
Shares Held
71,618
-2.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
4.16%
of 13F equity value
Holder Rank
#602
of 3,394 holders
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Wealth Advisory Solutions, LLC holds $9,944,869 across 2 Beverages - Non-Alcoholic names. PEP ranks #1 (97.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
This page
|
71,618 | $9,697,077 | |
| 2 | KO |
Coca Cola Co
|
3,049 | $247,792 |
All Filings in PEP
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,697,077 | 71,618 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $11,450,152 | 73,734 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $10,441,510 | 72,753 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $10,291,724 | 73,282 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $9,726,066 | 73,660 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $5,497,999 | 36,668 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $263,367 | 1,732 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $267,488 | 1,573 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $243,271 | 1,475 | Shares | Sole | 2024-07-26 | |
| 2023-03-31 | $258,501 | 1,418 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $631,406 | 3,495 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $578,756 | 3,545 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $580,976 | 3,486 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $641,232 | 3,831 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $715,650 | 4,758 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $522,002 | 3,523 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $313,594 | 2,217 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $620,190 | 4,182 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $723,907 | 5,223 | Shares | Sole | 2020-12-29 | |
| 2020-06-30 | $743,301 | 5,620 | Shares | Sole | 2020-12-23 | |
| No filing history on record for this holder in this stock. | ||||||