Position in PEP
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$34,058,510
+$2,497,748 QoQ
Shares Held
219,322
-0.3% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 6%
None 94%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $38,179,128 across 6 Beverages - Non-Alcoholic names. PEP ranks #1 (89.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
This page
|
219,322 | $34,058,510 | |
| 2 | KO |
Coca Cola Co
|
28,383 | $2,158,523 | |
| 3 | MNST |
Monster Beverage Corp
|
16,030 | $580,764 | |
| 4 | KOF |
Coca Cola Femsa Sab De CV
|
5,831 | $568,813 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
|
15,705 | $413,508 | |
| 6 | COKE |
Coca-Cola Consolidated, Inc.
|
2,081 | $399,010 |
All Filings in PEP
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,058,510 | 219,322 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $31,560,762 | 219,905 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $30,839,778 | 219,594 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $28,537,538 | 216,128 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $31,642,885 | 211,037 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $31,865,083 | 209,556 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $36,004,345 | 211,728 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $34,627,216 | 209,951 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $36,548,212 | 208,835 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $35,155,350 | 206,991 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $34,847,538 | 205,663 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $38,115,868 | 205,787 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $37,906,003 | 207,932 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $37,560,115 | 207,905 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $33,883,469 | 207,543 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $34,334,959 | 206,018 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $34,690,676 | 207,257 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $35,883,448 | 206,571 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||