Spire Wealth Management

Position in PEP — Pepsico Inc

CIK 1858740 MCLEAN, VA

Position in PEP

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$812,400

-$214,688 QoQ

Shares Held

6,000

-9.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,955

of 3,394 holders

Holding Since

Jun 2021

21 quarters on record

Consumer Defensive · as of Jun 30, 2026

Spire Wealth Management holds $2,464,366 across 6 Beverages - Non-Alcoholic names. PEP ranks #2 (33.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	18,501	$1,503,576
2	PEP	Pepsico Inc This page	6,000	$812,400
3	CELH	Celsius Holdings, Inc.	2,689	$78,733
4	MNST	Monster Beverage Corp	750	$36,045
5	COKE	Coca-Cola Consolidated, Inc.	120	$22,910
6	KDP	Keurig Dr Pepper Inc.	327	$10,702

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$812,400	6,000	-9.3%	Shares	Sole	2026-07-15
2026-03-31	$1,027,088	6,614	-5.5%	Shares	Sole	2026-04-22
2025-12-31	$1,004,065	6,996	-1.2%	Shares	Sole	2026-01-14
2025-09-30	$994,736	7,083	-13.8%	Shares	Sole	2025-10-23
2025-06-30	$1,085,500	8,221	-75.1%	Shares	Sole	2025-08-04
2025-03-31	$4,942,472	32,963	+73.6%	Shares	Sole	2025-04-23
2024-12-31	$2,886,707	18,984	-30.1%	Shares	Sole	2025-01-24
2024-09-30	$4,616,857	27,150	-48.2%	Shares	Sole	2024-10-15
2024-06-30	$8,643,651	52,408	-4.8%	Shares	Sole	2024-07-31
2024-03-31	$9,638,150	55,072	+1.1%	Shares	Sole	2024-04-24
2023-12-31	$9,249,656	54,461	+8.0%	Shares	Sole	2024-02-06
2023-09-30	$8,546,384	50,439	+88.4%	Shares	Sole	2023-11-08
2023-06-30	$4,958,524	26,771	+0.2%	Shares	Sole	2023-08-09
2023-03-31	$4,871,056	26,720	+106.2%	Shares	Sole	2023-05-09
2022-12-31	$2,340,630	12,956	+27.2%	Shares	Sole	2023-02-03
2022-09-30	$1,663,292	10,188	-67.9%	Shares	Sole	2022-11-07
2022-06-30	$5,283,955	31,705	-17.8%	Shares	Sole	2022-07-22
2022-03-31	$6,453,503	38,556	-24.5%	Shares	Sole	2022-04-18
2021-12-31	$8,872,759	51,078	+19.8%	Shares	Sole	2022-01-14
2021-09-30	$6,411,226	42,625	+1.0%	Shares	Sole	2021-10-22
2021-06-30	$6,254,255	42,210	—	Shares	Sole	2021-07-26
No filing history on record for this holder in this stock.