Bruce G. Allen Investments, LLC

Position in PEP — Pepsico Inc

CIK 2005409 DENVER, CO

Position in PEP

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$220,431

-$45,580 QoQ

Shares Held

1,628

-5.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#3,032

of 3,394 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Bruce G. Allen Investments, LLC holds $830,974 across 5 Beverages - Non-Alcoholic names. PEP ranks #2 (26.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	6,607	$536,950
2	PEP	Pepsico Inc This page	1,628	$220,431
3	KOF	Coca Cola Femsa Sab De CV	483	$51,318
4	KDP	Keurig Dr Pepper Inc.	663	$21,699
5	MNST	Monster Beverage Corp	12	$576

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$220,431	1,628	-5.0%	Shares	Sole	2026-07-31
2026-03-31	$266,011	1,713	-5.3%	Shares	Sole	2026-05-08
2025-12-31	$259,627	1,809	+11.6%	Shares	Sole	2026-02-10
2025-09-30	$227,653	1,621	+8.6%	Shares	Sole	2025-10-30
2025-06-30	$197,003	1,492	+39.3%	Shares	Sole	2025-07-09
2025-03-31	$160,585	1,071	-7.2%	Shares	Sole	2025-04-14
2024-12-31	$175,477	1,154	-33.7%	Shares	Sole	2025-01-10
2024-09-30	$295,887	1,740	+0.3%	Shares	Sole	2024-10-08
2024-06-30	$286,153	1,735	-4.0%	Shares	Sole	2024-07-12
2024-03-31	$316,418	1,808	+10.0%	Shares	Sole	2024-04-10
2023-12-31	$279,216	1,644	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.