Fi3 FINANCIAL ADVISORS, LLC

Position in PEP — Pepsico Inc

CIK 1862427 INDIANAPOLIS, IN

Position in PEP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$301,806

-$890,510 QoQ

Shares Held

2,229

-71.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#2,757

of 3,394 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Fi3 FINANCIAL ADVISORS, LLC holds $370,627 across 2 Beverages - Non-Alcoholic names. PEP ranks #1 (81.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PEP	Pepsico Inc This page	2,229	$301,806
2	MNST	Monster Beverage Corp	1,432	$68,821

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$301,806	2,229	-71.0%	Shares	Sole	2026-08-14
2026-03-31	$1,192,316	7,678	+19.1%	Shares	Sole	2026-05-07
2025-12-31	$925,416	6,448	+0.9%	Shares	Sole	2026-02-06
2025-09-30	$897,411	6,390	+18.7%	Shares	Sole	2025-11-12
2025-06-30	$710,771	5,383	+94.9%	Shares	Sole	2025-08-13
2025-03-31	$414,134	2,762	+20.4%	Shares	Sole	2025-05-09
2024-12-31	$348,825	2,294	-26.9%	Shares	Sole	2025-02-11
2024-09-30	$533,957	3,140	+22.9%	Shares	Sole	2024-11-12
2024-06-30	$421,396	2,555	-6.7%	Shares	Sole	2024-08-14
2024-03-31	$479,352	2,739	+8.5%	Shares	Sole	2024-05-06
2023-12-31	$428,676	2,524	+4.4%	Shares	Sole	2024-02-13
2023-09-30	$409,536	2,417	+3.3%	Shares	Sole	2023-11-09
2023-06-30	$433,229	2,339	+7.4%	Shares	Sole	2023-08-08
2023-03-31	$397,049	2,178	+0.9%	Shares	Sole	2023-05-04
2022-12-31	$389,864	2,158	+54.4%	Shares	Sole	2023-02-06
2022-09-30	$228,237	1,398	+10.1%	Shares	Sole	2022-11-09
2022-06-30	$211,658	1,270	+8.8%	Shares	Sole	2022-08-08
2021-12-31	$202,719	1,167	—	Shares	Sole	2022-01-27
No filing history on record for this holder in this stock.