BAKER TILLY WEALTH MANAGEMENT, LLC

Position in PEP — Pepsico Inc

CIK 1840565 MADISON, WI

Position in PEP

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$394,555

-$116,193 QoQ

Shares Held

2,914

-11.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#2,524

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

BAKER TILLY WEALTH MANAGEMENT, LLC holds $4,199,473 across 3 Beverages - Non-Alcoholic names. PEP ranks #3 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	25,955	$2,109,362
2	MNST	Monster Beverage Corp	35,280	$1,695,556
3	PEP	Pepsico Inc This page	2,914	$394,555

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$394,555	2,914	-11.4%	Shares	Sole	2026-07-17
2026-03-31	$510,748	3,289	-0.2%	Shares	Sole	2026-04-10
2025-12-31	$472,754	3,294	+11.1%	Shares	Sole	2026-01-08
2025-09-30	$416,545	2,966	+33.8%	Shares	Sole	2025-10-09
2025-06-30	$292,732	2,217	+0.4%	Shares	Sole	2025-07-10
2025-03-31	$331,067	2,208	+3.1%	Shares	Sole	2025-04-09
2024-12-31	$325,712	2,142	-13.7%	Shares	Sole	2025-01-10
2024-09-30	$421,894	2,481	-48.8%	Shares	Sole	2024-10-24
2024-06-30	$799,910	4,850	-69.9%	Shares	Sole	2024-07-18
2024-03-31	$2,822,211	16,126	+0.7%	Shares	Sole	2024-05-09
2023-12-31	$2,719,817	16,014	-7.6%	Shares	Sole	2024-01-10
2023-09-30	$2,936,056	17,328	-10.2%	Shares	Sole	2023-10-10
2023-06-30	$3,572,338	19,287	-2.4%	Shares	Sole	2023-07-20
2023-03-31	$3,602,977	19,764	-8.6%	Shares	Sole	2023-04-12
2022-12-31	$3,906,591	21,624	+4.7%	Shares	Sole	2023-01-26
2022-09-30	$3,371,482	20,651	-7.8%	Shares	Sole	2022-10-20
2022-06-30	$3,732,850	22,398	+4.7%	Shares	Sole	2022-07-28
2022-03-31	$3,579,253	21,384	-4.3%	Shares	Sole	2022-04-27
2021-12-31	$3,882,592	22,351	+9.7%	Shares	Sole	2022-02-08
2021-09-30	$3,063,701	20,369	+30.6%	Shares	Sole	2021-11-02
2021-06-30	$2,310,118	15,591	+6.0%	Shares	Sole	2021-07-30
2021-03-31	$2,080,870	14,711	+16.7%	Shares	Sole	2021-04-28
2020-12-31	$1,869,766	12,608	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.