GoalVest Advisory LLC

Position in PEP — Pepsico Inc

CIK 1839307 NEW YORK, NY

Position in PEP

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,192,874

-$183,927 QoQ

Shares Held

8,810

-0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.86%

of 13F equity value

Holder Rank

#1,673

of 3,394 holders

Holding Since

Jun 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

GoalVest Advisory LLC holds $1,305,994 across 3 Beverages - Non-Alcoholic names. PEP ranks #1 (91.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc This page	8,810	$1,192,874
2	KO	Coca Cola Co	1,373	$111,583
3	MNST	Monster Beverage Corp	32	$1,537

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,192,874	8,810	-0.6%	Shares	Sole	2026-07-09
2026-03-31	$1,376,801	8,866	-2.2%	Shares	Sole	2026-04-13
2025-12-31	$1,300,434	9,061	-21.2%	Shares	Sole	2026-01-05
2025-09-30	$1,614,779	11,498	+19.5%	Shares	Sole	2025-10-22
2025-06-30	$1,270,752	9,624	-19.1%	Shares	Sole	2025-08-01
2025-03-31	$1,783,086	11,892	+30.9%	Shares	Sole	2025-04-07
2024-12-31	$1,381,617	9,086	-11.8%	Shares	Sole	2025-01-17
2024-09-30	$1,751,004	10,297	+3.4%	Shares	Sole	2024-11-06
2024-06-30	$1,642,372	9,958	-2.5%	Shares	Sole	2024-07-30
2024-03-31	$1,787,552	10,214	+77.5%	Shares	Sole	2024-04-15
2023-12-31	$977,429	5,755	+32.6%	Shares	Sole	2024-01-02
2023-09-30	$735,539	4,341	+21.4%	Shares	Sole	2023-10-10
2023-06-30	$662,346	3,576	-48.3%	Shares	Sole	2023-07-17
2023-03-31	$1,261,698	6,921	-44.4%	Shares	Sole	2023-04-03
2022-12-31	$2,247,952	12,443	-16.8%	Shares	Sole	2023-01-06
2022-09-30	$2,441,879	14,957	+47.4%	Shares	Sole	2022-10-11
2022-06-30	$1,690,932	10,146	+55.1%	Shares	Sole	2022-07-06
2022-03-31	$1,095,167	6,543	+63.0%	Shares	Sole	2022-05-03
2021-06-30	$594,606	4,013	—	Shares	Sole	2021-09-01
No filing history on record for this holder in this stock.