Envestnet Portfolio Solutions, Inc.

Position in PEP — Pepsico Inc

CIK 1998033 BERWYN, PA

Position in PEP

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$17,329,304

-$652,190 QoQ

Shares Held

127,986

+10.5% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#439

of 3,394 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $42,364,881 across 5 Beverages - Non-Alcoholic names. PEP ranks #2 (40.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	254,949	$20,719,705
2	PEP	Pepsico Inc This page	127,986	$17,329,304
3	MNST	Monster Beverage Corp	69,318	$3,331,423
4	CELH	Celsius Holdings, Inc.	25,018	$732,527
5	KDP	Keurig Dr Pepper Inc.	7,697	$251,922

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,329,304	127,986	+10.5%	Shares	Sole	2026-07-20
2026-03-31	$17,981,494	115,793	-5.5%	Shares	Sole	2026-04-29
2025-12-31	$17,583,783	122,518	+24.1%	Shares	Sole	2026-02-06
2025-09-30	$13,865,641	98,730	+2.9%	Shares	Sole	2025-10-30
2025-06-30	$12,669,766	95,954	+15.6%	Shares	Sole	2025-07-25
2025-03-31	$12,450,567	83,037	-24.7%	Shares	Sole	2025-04-21
2024-12-31	$16,757,772	110,205	-27.9%	Shares	Sole	2025-02-10
2024-09-30	$26,007,617	152,941	+5.7%	Shares	Sole	2024-10-31
2024-06-30	$23,857,619	144,653	+5.0%	Shares	Sole	2024-07-16
2024-03-31	$24,111,652	137,773	+25.4%	Shares	Sole	2024-05-06
2023-12-31	$18,660,660	109,872	-1.2%	Shares	Sole	2024-02-07
2023-09-30	$18,838,169	111,179	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.