Position in PEP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,831,691
-$330,101 QoQ
Shares Held
13,528
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,408
of 3,394 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Cyndeo Wealth Partners, LLC holds $11,741,673 across 2 Beverages - Non-Alcoholic names. PEP ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
121,939 | $9,909,982 | |
| 2 | PEP |
Pepsico Inc
This page
|
13,528 | $1,831,691 |
All Filings in PEP
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,831,691 | 13,528 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,161,792 | 13,921 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,055,780 | 14,324 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,981,327 | 14,108 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,841,429 | 13,946 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,101,409 | 14,015 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,286,982 | 15,040 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,495,483 | 14,675 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $2,657,187 | 16,111 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,390,811 | 13,661 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $2,395,763 | 14,106 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $2,286,253 | 13,493 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,314,138 | 12,494 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,260,155 | 12,398 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,111,373 | 11,687 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||