KINGSWOOD WEALTH ADVISORS, LLC

Position in PEP — Pepsico Inc

CIK 1987855 SAN DIEGO, CA

Position in PEP

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,119,280

-$221,095 QoQ

Shares Held

15,652

+3.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,327

of 3,394 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $11,228,469 across 5 Beverages - Non-Alcoholic names. PEP ranks #2 (18.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	83,876	$6,816,602
2	PEP	Pepsico Inc This page	15,652	$2,119,280
3	COKE	Coca-Cola Consolidated, Inc.	8,490	$1,620,910
4	KDP	Keurig Dr Pepper Inc.	12,061	$394,756
5	MNST	Monster Beverage Corp	5,762	$276,921

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,119,280	15,652	+3.9%	Shares	Sole	2026-07-27
2026-03-31	$2,340,375	15,071	-10.2%	Shares	Sole	2026-04-28
2025-12-31	$2,408,839	16,784	+29.9%	Shares	Sole	2026-01-28
2025-09-30	$1,814,765	12,922	+15.8%	Shares	Sole	2025-10-23
2025-06-30	$1,472,906	11,155	-11.7%	Shares	Sole	2025-07-23
2025-03-31	$1,894,941	12,638	-5.8%	Shares	Sole	2025-07-25
2024-12-31	$2,039,124	13,410	-34.6%	Shares	Sole	2025-01-22
2024-09-30	$3,488,745	20,516	+41.6%	Shares	Sole	2024-10-21
2024-06-30	$2,389,011	14,485	+32.0%	Shares	Sole	2024-07-09
2024-03-31	$1,920,384	10,973	+83.5%	Shares	Sole	2024-04-15
2023-12-31	$1,015,813	5,981	+184.7%	Shares	Sole	2024-01-16
2023-09-30	$355,993	2,101	-19.7%	Shares	Sole	2023-10-24
2023-06-30	$484,905	2,618	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.