SAGE PRIVATE WEALTH GROUP, LLC

Position in PEP — Pepsico Inc

CIK 1845635 OAKBROOK TERRACE, IL

Position in PEP

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$260,374

-$36,074 QoQ

Shares Held

1,923

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#2,872

of 3,394 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

SAGE PRIVATE WEALTH GROUP, LLC holds $865,064 across 2 Beverages - Non-Alcoholic names. PEP ranks #2 (30.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MNST	Monster Beverage Corp	12,582	$604,690
2	PEP	Pepsico Inc This page	1,923	$260,374

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$260,374	1,923	+0.7%	Shares	Sole	2026-08-06
2026-03-31	$296,448	1,909	-3.2%	Shares	Sole	2026-05-01
2025-12-31	$283,021	1,972	+5.3%	Shares	Sole	2026-01-28
2025-09-30	$262,903	1,872	+6.8%	Shares	Sole	2025-10-27
2025-06-30	$231,466	1,753	+28.1%	Shares	Sole	2025-07-29
2025-03-31	$205,117	1,368	+2.5%	Shares	Sole	2025-05-02
2024-12-31	$202,848	1,334	+20.8%	Shares	Sole	2025-01-29
2023-06-30	$204,482	1,104	-3.6%	Shares	Sole	2025-01-29
2023-03-31	$208,733	1,145	-8.0%	Shares	Sole	2025-01-29
2022-12-31	$224,921	1,245	-0.1%	Shares	Sole	2025-01-29
2022-09-30	$203,421	1,246	-0.3%	Shares	Sole	2022-11-08
2022-06-30	$208,325	1,250	-6.4%	Shares	Sole	2022-08-01
2022-03-31	$223,619	1,336	+1.1%	Shares	Sole	2022-05-13
2021-12-31	$229,470	1,321	+0.5%	Shares	Sole	2022-01-24
2021-09-30	$197,638	1,314	-2.1%	Shares	Sole	2021-11-02
2021-06-30	$198,844	1,342	+0.4%	Shares	Sole	2021-08-16
2021-03-31	$188,977	1,336	+16.6%	Shares	Sole	2021-05-18
2020-12-31	$169,951	1,146	—	Shares	Sole	2021-03-02
No filing history on record for this holder in this stock.