Retirement Wealth Solutions LLC

Pension

Position in PEP — Pepsico Inc

CIK 2044741 MARSHFIELD, WI

Position in PEP

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$33,579

-$4,777 QoQ

Shares Held

248

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#3,291

of 3,394 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Retirement Wealth Solutions LLC holds $144,369 across 6 Beverages - Non-Alcoholic names. PEP ranks #2 (23.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	614	$49,899
2	PEP	Pepsico Inc This page	248	$33,579
3	MNST	Monster Beverage Corp	566	$27,201
4	KOF	Coca Cola Femsa Sab De CV	176	$18,700
5	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	146	$14,610
6	CELH	Celsius Holdings, Inc.	13	$380

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,579	248	+0.4%	Shares	Sole	2026-07-07
2026-03-31	$38,356	247	-49.3%	Shares	Sole	2026-04-07
2025-12-31	$69,894	487	0.0%	Shares	Sole	2026-01-07
2025-09-30	$68,394	487	-4.5%	Shares	Sole	2025-10-08
2025-06-30	$67,340	510	+0.6%	Shares	Sole	2025-07-07
2025-03-31	$76,019	507	+0.4%	Shares	Sole	2025-04-08
2024-12-31	$76,790	505	—	Shares	Sole	2025-01-15
No filing history on record for this holder in this stock.