NewEdge Wealth, LLC

Position in PEP — Pepsico Inc

CIK 1861796 STAMFORD, CT

Position in PEP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$5,550,452

-$1,607,640 QoQ

Shares Held

40,993

-11.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#841

of 3,394 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Consumer Defensive · as of Jun 30, 2026

NewEdge Wealth, LLC holds $47,013,020 across 5 Beverages - Non-Alcoholic names. PEP ranks #2 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	483,648	$39,306,072
2	PEP	Pepsico Inc This page	40,993	$5,550,452
3	MNST	Monster Beverage Corp	32,208	$1,547,916
4	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	3,981	$398,378
5	COKE	Coca-Cola Consolidated, Inc.	1,101	$210,202

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,550,452	40,993	-11.1%	Shares	Sole	2026-08-10
2026-03-31	$7,158,092	46,095	+8.5%	Shares	Sole	2026-05-13
2025-12-31	$6,095,724	42,473	+26.2%	Shares	Sole	2026-02-03
2025-09-30	$4,724,822	33,643	+3.9%	Shares	Sole	2025-11-07
2025-06-30	$4,275,191	32,378	-8.1%	Shares	Sole	2025-08-11
2025-03-31	$5,280,886	35,220	-2.7%	Shares	Sole	2025-05-09
2024-12-31	$5,503,507	36,193	+2.8%	Shares	Sole	2025-02-05
2024-09-30	$5,985,249	35,197	+29.3%	Shares	Sole	2024-11-12
2024-06-30	$4,490,384	27,226	+0.5%	Shares	Sole	2024-08-02
2024-03-31	$4,741,895	27,095	+17.6%	Shares	Sole	2024-05-06
2023-12-31	$3,914,472	23,048	-36.9%	Shares	Sole	2024-01-29
2023-09-30	$6,190,320	36,534	+20.5%	Shares	Sole	2023-11-08
2023-06-30	$5,616,240	30,322	-0.7%	Shares	Sole	2023-08-09
2023-03-31	$5,566,165	30,533	+6.9%	Shares	Sole	2023-05-08
2022-12-31	$5,159,288	28,558	+4.2%	Shares	Sole	2023-02-14
2022-09-30	$4,475,446	27,413	+3.8%	Shares	Sole	2022-11-14
2022-06-30	$4,401,657	26,411	+402.0%	Shares	Sole	2022-08-09
2022-03-31	$880,586	5,261	+57.2%	Shares	Sole	2022-05-10
2021-12-31	$581,407	3,347	+2.1%	Shares	Sole	2022-01-31
2021-09-30	$493,043	3,278	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.