Alteri Wealth LLC

Position in PEP — Pepsico Inc

CIK 2054980 WESTLAKE VILLAGE, CA

Position in PEP

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$562,857

-$41,842 QoQ

Shares Held

4,157

+6.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#2,217

of 3,394 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Alteri Wealth LLC holds $1,601,230 across 4 Beverages - Non-Alcoholic names. PEP ranks #2 (35.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	7,659	$622,446
2	PEP	Pepsico Inc This page	4,157	$562,857
3	KDP	Keurig Dr Pepper Inc.	6,479	$212,057
4	MNST	Monster Beverage Corp	4,242	$203,870

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$562,857	4,157	+6.8%	Shares	Sole	2026-07-29
2026-03-31	$604,699	3,894	-1.1%	Shares	Sole	2026-05-06
2025-12-31	$565,181	3,938	+13.1%	Shares	Sole	2026-02-11
2025-09-30	$488,871	3,481	+23.2%	Shares	Sole	2025-11-10
2025-06-30	$373,145	2,826	-50.9%	Shares	Sole	2025-08-11
2025-03-31	$863,504	5,759	+5.2%	Shares	Sole	2025-05-07
2024-12-31	$832,072	5,472	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.