Everhart Financial Group, Inc.

Position in PEP — Pepsico Inc

CIK 1852858 Dublin, OH

Position in PEP

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

Position Value

$1,704,144

-$401,122 QoQ

Shares Held

12,586

-7.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,453

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

Everhart Financial Group, Inc. holds $5,241,355 across 4 Beverages - Non-Alcoholic names. PEP ranks #2 (32.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	37,830	$3,074,444
2	PEP	Pepsico Inc This page	12,586	$1,704,144
3	COKE	Coca-Cola Consolidated, Inc.	1,349	$257,551
4	MNST	Monster Beverage Corp	4,270	$205,216

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,704,144	12,586	-7.2%	Shares	Sole	2026-07-09
2026-03-31	$2,105,266	13,557	+11.3%	Shares	Sole	2026-04-09
2025-12-31	$1,748,360	12,182	+21.1%	Shares	Sole	2026-01-07
2025-09-30	$1,412,685	10,059	+6.8%	Shares	Sole	2025-11-04
2025-06-30	$1,243,552	9,418	-3.6%	Shares	Sole	2025-08-07
2025-03-31	$1,464,913	9,770	+48.9%	Shares	Sole	2025-04-16
2024-12-31	$997,969	6,563	-23.0%	Shares	Sole	2025-01-30
2024-09-30	$1,448,826	8,520	+11.9%	Shares	Sole	2024-11-04
2024-06-30	$1,255,941	7,615	+17.9%	Shares	Sole	2024-07-24
2024-03-31	$1,130,739	6,461	-7.3%	Shares	Sole	2024-05-13
2023-12-31	$1,183,275	6,967	-8.6%	Shares	Sole	2024-01-12
2023-09-30	$1,291,302	7,621	+0.9%	Shares	Sole	2023-10-25
2023-06-30	$1,399,337	7,555	+4.6%	Shares	Sole	2023-07-13
2023-03-31	$1,316,206	7,220	+4.2%	Shares	Sole	2023-04-25
2022-12-31	$1,252,154	6,931	+9.5%	Shares	Sole	2023-02-09
2022-09-30	$1,033,109	6,328	+13.6%	Shares	Sole	2022-10-12
2022-06-30	$928,629	5,572	+13.4%	Shares	Sole	2022-07-12
2022-03-31	$822,170	4,912	+20.9%	Shares	Sole	2022-04-18
2021-12-31	$705,610	4,062	+13.5%	Shares	Sole	2022-01-21
2021-09-30	$538,166	3,578	-2.2%	Shares	Sole	2021-10-13
2021-06-30	$542,154	3,659	+79.0%	Shares	Sole	2021-07-16
2021-03-31	$289,123	2,044	+5.5%	Shares	Sole	2021-04-13
2020-12-31	$287,257	1,937	—	Shares	Sole	2021-03-26
No filing history on record for this holder in this stock.