Synergy Investment Management, LLC

Position in PEP — Pepsico Inc

CIK 2053786 ALTAMONTE SPRINGS, FL

Position in PEP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$89,092

+$55,861 QoQ

Shares Held

658

+207.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#3,186

of 3,387 holders

Holding Since

Dec 2024

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Synergy Investment Management, LLC holds $390,388 across 5 Beverages - Non-Alcoholic names. PEP ranks #2 (22.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	3,132	$254,536
2	PEP	Pepsico Inc This page	658	$89,092
3	MNST	Monster Beverage Corp	904	$43,445
4	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	27	$2,701
5	CELH	Celsius Holdings, Inc.	21	$614

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$89,092	658	+207.5%	Shares	Other	2026-08-14
2026-03-31	$33,231	214	+67.2%	Shares	Sole	2026-05-15
2025-03-31	$19,192	128	-12.3%	Shares	Sole	2025-04-30
2024-12-31	$22,200	146	—	Shares	Sole	2025-02-06
No filing history on record for this holder in this stock.