Position in PEP
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$601,582
-$210,895 QoQ
Shares Held
4,443
-15.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,164
of 3,394 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Falcon Wealth Planning holds $1,116,183 across 2 Beverages - Non-Alcoholic names. PEP ranks #1 (53.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
This page
|
4,443 | $601,582 | |
| 2 | KO |
Coca Cola Co
|
6,332 | $514,601 |
All Filings in PEP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $601,582 | 4,443 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $812,477 | 5,232 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $776,299 | 5,409 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $647,709 | 4,612 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $563,150 | 4,265 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $645,491 | 4,305 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $340,006 | 2,236 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $414,922 | 2,440 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $397,151 | 2,408 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $411,273 | 2,350 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $389,612 | 2,294 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||