Opal Wealth Advisors, LLC

Position in PEP — Pepsico Inc

CIK 1844201 JERICHO, NY

Position in PEP

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$316,294

+$50,127 QoQ

Shares Held

2,336

+36.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#2,711

of 3,391 holders

Holding Since

Mar 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Opal Wealth Advisors, LLC holds $1,260,732 across 2 Beverages - Non-Alcoholic names. PEP ranks #2 (25.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	KO	Coca Cola Co	11,621	$944,438
2	PEP	Pepsico Inc This page	2,336	$316,294

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$316,294	2,336	+36.3%	Shares	Sole	2026-07-20
2026-03-31	$266,167	1,714	+83.7%	Shares	Sole	2026-04-14
2025-06-30	$123,193	933	+15.3%	Shares	Sole	2025-07-14
2025-03-31	$121,301	809	-13.9%	Shares	Sole	2025-04-16
2024-06-30	$155,034	940	-26.0%	Shares	Sole	2024-07-12
2024-03-31	$222,262	1,270	-26.8%	Shares	Sole	2024-04-11
2023-12-31	$294,842	1,736	-7.5%	Shares	Sole	2024-01-22
2023-09-30	$318,038	1,877	-9.3%	Shares	Sole	2023-10-18
2023-06-30	$383,220	2,069	+18.4%	Shares	Sole	2023-07-27
2023-03-31	$318,478	1,747	+8.8%	Shares	Sole	2023-04-19
2022-12-31	$289,959	1,605	+0.9%	Shares	Sole	2023-02-03
2022-09-30	$259,746	1,591	+0.3%	Shares	Sole	2022-10-17
2022-06-30	$264,489	1,587	+20.1%	Shares	Sole	2022-08-10
2022-03-31	$221,108	1,321	-5.9%	Shares	Sole	2022-05-09
2021-12-31	$243,888	1,404	-19.1%	Shares	Sole	2022-01-31
2021-06-30	$257,223	1,736	+13.0%	Shares	Sole	2021-08-02
2021-03-31	$217,267	1,536	—	Shares	Sole	2021-04-29
No filing history on record for this holder in this stock.