Turtle Creek Wealth Advisors, LLC

Position in PEP — Pepsico Inc

CIK 2007171 DALLAS, TX

Position in PEP

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

Position Value

$5,424,259

-$275,815 QoQ

Shares Held

40,061

+9.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#853

of 3,394 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Turtle Creek Wealth Advisors, LLC holds $24,330,192 across 5 Beverages - Non-Alcoholic names. PEP ranks #2 (22.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	219,390	$17,829,825
2	PEP	Pepsico Inc This page	40,061	$5,424,259
3	MNST	Monster Beverage Corp	9,954	$478,389
4	KDP	Keurig Dr Pepper Inc.	10,802	$353,549
5	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	2,440	$244,170

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,424,259	40,061	+9.1%	Shares	Sole	2026-07-27
2026-03-31	$5,700,074	36,706	+6.3%	Shares	Sole	2026-04-27
2025-12-31	$4,956,032	34,532	+11.0%	Shares	Sole	2026-01-28
2025-09-30	$4,369,088	31,110	+37.8%	Shares	Sole	2025-10-29
2025-06-30	$2,981,991	22,584	-11.3%	Shares	Sole	2025-07-28
2025-03-31	$3,815,973	25,450	+940.5%	Shares	Sole	2025-05-01
2024-09-30	$415,942	2,446	+7.0%	Shares	Sole	2024-11-06
2024-06-30	$377,194	2,287	+18.6%	Shares	Sole	2024-07-31
2024-03-31	$337,594	1,929	-9.9%	Shares	Sole	2024-04-30
2023-12-31	$363,457	2,140	—	Shares	Sole	2024-01-26
No filing history on record for this holder in this stock.