AXXCESS WEALTH MANAGEMENT, LLC

Position in PEP — Pepsico Inc

CIK 1911056 CARLSBAD, CA

Position in PEP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$10,004,435

-$784,182 QoQ

Shares Held

73,888

+6.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#586

of 3,394 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Consumer Defensive · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $26,078,418 across 4 Beverages - Non-Alcoholic names. PEP ranks #2 (38.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	180,068	$14,634,126
2	PEP	Pepsico Inc This page	73,888	$10,004,435
3	MNST	Monster Beverage Corp	15,436	$741,854
4	COKE	Coca-Cola Consolidated, Inc.	3,656	$698,003

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,004,435	73,888	+6.4%	Shares	Sole	2026-07-28
2026-03-31	$10,788,617	69,474	-0.1%	Shares	Sole	2026-04-29
2025-09-30	$9,770,972	69,574	+0.8%	Shares	Sole	2025-11-07
2025-06-30	$9,116,041	69,040	-2.0%	Shares	Sole	2025-07-28
2025-03-31	$10,562,373	70,444	+0.3%	Shares	Sole	2025-04-30
2024-12-31	$10,681,606	70,246	-0.7%	Shares	Sole	2025-02-10
2024-09-30	$12,031,547	70,753	-8.9%	Shares	Sole	2024-11-04
2024-06-30	$12,803,021	77,627	+13.3%	Shares	Sole	2024-08-09
2024-03-31	$11,986,609	68,491	-1.0%	Shares	Sole	2024-05-14
2023-12-31	$11,751,059	69,189	+23.4%	Shares	Sole	2024-02-06
2023-09-30	$9,502,364	56,081	+78.9%	Shares	Sole	2023-11-14
2023-06-30	$5,807,573	31,355	+8.8%	Shares	Sole	2023-08-08
2023-03-31	$5,252,245	28,811	+0.9%	Shares	Sole	2023-05-03
2022-12-31	$5,158,023	28,551	+23.6%	Shares	Sole	2023-02-16
2022-09-30	$3,770,163	23,093	+1.7%	Shares	Sole	2022-11-14
2022-06-30	$3,785,848	22,716	+0.5%	Shares	Sole	2022-08-11
2022-03-31	$3,782,285	22,597	-0.5%	Shares	Sole	2022-08-11
2021-12-31	$3,945,822	22,715	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.