Performance Wealth Partners, LLC

Position in PEP — Pepsico Inc

CIK 1908765 HINSDALE, IL

Position in PEP

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$379,120

-$56,623 QoQ

Shares Held

2,800

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,564

of 3,394 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Consumer Defensive · as of Jun 30, 2026

Performance Wealth Partners, LLC holds $4,253,488 across 4 Beverages - Non-Alcoholic names. PEP ranks #2 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	42,151	$3,425,611
2	PEP	Pepsico Inc This page	2,800	$379,120
3	COKE	Coca-Cola Consolidated, Inc.	1,258	$240,177
4	MNST	Monster Beverage Corp	4,340	$208,580

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$379,120	2,800	-0.2%	Shares	Sole	2026-08-07
2026-03-31	$435,743	2,806	-0.8%	Shares	Sole	2026-04-10
2025-12-31	$406,161	2,830	-1.8%	Shares	Sole	2026-01-21
2025-09-30	$404,888	2,883	-1.7%	Shares	Sole	2025-11-07
2025-06-30	$387,273	2,933	+11.8%	Shares	Sole	2025-07-28
2025-03-31	$393,292	2,623	0.0%	Shares	Sole	2025-04-22
2024-12-31	$398,853	2,623	-3.6%	Shares	Sole	2025-01-17
2024-09-30	$462,706	2,721	-5.3%	Shares	Sole	2024-10-10
2024-06-30	$473,843	2,873	+1.0%	Shares	Sole	2024-07-22
2024-03-31	$497,903	2,845	-3.4%	Shares	Sole	2024-04-30
2023-12-31	$500,178	2,945	0.0%	Shares	Sole	2024-01-22
2023-09-30	$499,000	2,945	0.0%	Shares	Sole	2023-10-30
2023-06-30	$545,472	2,945	0.0%	Shares	Sole	2023-07-13
2023-03-31	$536,873	2,945	0.0%	Shares	Sole	2023-04-20
2022-12-31	$532,043	2,945	-15.9%	Shares	Sole	2023-01-19
2022-09-30	$571,899	3,503	-1.0%	Shares	Sole	2022-10-17
2022-06-30	$589,976	3,540	+12.8%	Shares	Sole	2022-07-15
2022-03-31	$525,238	3,138	-2.0%	Shares	Sole	2022-04-21
2021-12-31	$556,219	3,202	—	Shares	Sole	2022-02-03
No filing history on record for this holder in this stock.