Compound Planning, Inc.

Position in PEP — Pepsico Inc

CIK 1978879 NEW YORK, NY

Position in PEP

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,912,795

-$597,933 QoQ

Shares Held

14,127

-12.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,382

of 3,394 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Compound Planning, Inc. holds $10,784,574 across 7 Beverages - Non-Alcoholic names. PEP ranks #2 (17.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	69,440	$5,643,388
2	PEP	Pepsico Inc This page	14,127	$1,912,795
3	MNST	Monster Beverage Corp	32,416	$1,557,912
4	KOF	Coca Cola Femsa Sab De CV	7,219	$767,018
5	COKE	Coca-Cola Consolidated, Inc.	1,711	$326,663
6	KDP	Keurig Dr Pepper Inc.	9,692	$317,218
7	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	2,594	$259,580

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,912,795	14,127	-12.6%	Shares	Other	2026-08-04
2026-03-31	$2,510,728	16,168	+22.3%	Shares	Sole	2026-05-14
2025-12-31	$1,897,621	13,222	+30.2%	Shares	Sole	2026-02-19
2025-09-30	$1,426,449	10,157	+90.1%	Shares	Sole	2025-11-10
2025-06-30	$705,621	5,344	-31.0%	Shares	Sole	2025-08-14
2025-03-31	$1,161,135	7,744	+31.3%	Shares	Sole	2025-05-14
2024-12-31	$896,545	5,896	-7.1%	Shares	Sole	2025-01-17
2024-09-30	$1,079,477	6,348	+0.8%	Shares	Sole	2024-10-08
2024-06-30	$1,038,894	6,299	+18.7%	Shares	Sole	2024-07-26
2024-03-31	$928,953	5,308	+28.7%	Shares	Sole	2024-05-07
2023-12-31	$700,590	4,125	+86.2%	Shares	Sole	2024-02-08
2023-09-30	$375,309	2,215	+20.8%	Shares	Sole	2023-11-09
2023-06-30	$339,508	1,833	+8.5%	Shares	Sole	2023-08-03
2023-03-31	$307,904	1,689	—	Shares	Sole	2023-06-07
No filing history on record for this holder in this stock.