Abound Wealth Management

Position in PEP — Pepsico Inc

CIK 1950323 FRANKLIN, TN

Position in PEP

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

Position Value

$18,008

-$43,486 QoQ

Shares Held

133

-66.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#3,323

of 3,394 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Abound Wealth Management holds $84,777 across 8 Beverages - Non-Alcoholic names. PEP ranks #2 (21.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	755	$61,358
2	PEP	Pepsico Inc This page	133	$18,008
3	MNST	Monster Beverage Corp	58	$2,787
4	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	15	$1,501
5	KDP	Keurig Dr Pepper Inc.	23	$752
6	KOF	Coca Cola Femsa Sab De CV	2	$212
7	FIZZ	National Beverage Corp	3	$93
8	COCO	Vita Coco Company, Inc.	1	$66

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,008	133	-66.4%	Shares	Sole	2026-07-10
2026-03-31	$61,494	396	+33.3%	Shares	Sole	2026-04-10
2025-12-31	$42,625	297	-0.7%	Shares	Sole	2026-01-12
2025-09-30	$41,991	299	-25.8%	Shares	Sole	2025-10-10
2025-06-30	$53,212	403	-29.5%	Shares	Sole	2025-07-14
2025-03-31	$85,765	572	-3.7%	Shares	Sole	2025-04-17
2024-12-31	$90,323	594	+0.2%	Shares	Sole	2025-01-13
2024-09-30	$100,839	593	0.0%	Shares	Sole	2024-11-04
2024-06-30	$97,803	593	+40.2%	Shares	Sole	2024-08-09
2024-03-31	$74,029	423	-31.4%	Shares	Sole	2024-08-08
2023-12-31	$104,791	617	+20.5%	Shares	Sole	2024-08-08
2023-09-30	$86,753	512	+9.2%	Shares	Sole	2024-08-08
2023-06-30	$86,868	469	+6.6%	Shares	Sole	2024-08-08
2023-03-31	$80,212	440	-14.6%	Shares	Sole	2024-08-07
2022-12-31	$93,039	515	-24.4%	Shares	Sole	2024-08-07
2022-09-30	$111,180	681	—	Shares	Sole	2024-08-07
No filing history on record for this holder in this stock.