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ELEVATION WEALTH PARTNERS, LLC

Position in PEP — Pepsico Inc

CIK 1976256 WALNUT CREEK, CA

Position in PEP

as of Jun 30, 2026 · filed Jul 8, 2026
Position Value
$326,043
+$99,475 QoQ
Shares Held
2,408
+65.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#2,682
of 3,394 holders
Holding Since
Mar 2023
14 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, 2026

ELEVATION WEALTH PARTNERS, LLC holds $588,427 across 9 Beverages - Non-Alcoholic names. PEP ranks #1 (55.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PEP
Pepsico Inc
This page
2,408 $326,043

All Filings in PEP

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14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $326,043 2,408
2026-03-31 $226,568 1,459
2025-12-31 $202,937 1,414
2025-09-30 $197,037 1,403
2025-06-30 $179,046 1,356
2025-03-31 $299,130 1,995
2024-12-31 $309,137 2,033
2024-09-30 $386,523 2,273
2024-06-30 $374,720 2,272
2024-03-31 $416,698 2,381
2023-12-31 $421,882 2,484
2023-09-30 $222,474 1,313
2023-06-30 $243,193 1,313
2023-03-31 $239,359 1,313