SAGESPRING WEALTH PARTNERS, LLC

Position in PEP — Pepsico Inc

CIK 2056425 FRANKLIN, TN

Position in PEP

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,204,989

-$594,579 QoQ

Shares Held

16,285

-9.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,310

of 3,401 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

SAGESPRING WEALTH PARTNERS, LLC holds $11,141,257 across 4 Beverages - Non-Alcoholic names. PEP ranks #2 (19.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	91,373	$7,425,883
2	PEP	Pepsico Inc This page	16,285	$2,204,989
3	MNST	Monster Beverage Corp	24,766	$1,190,253
4	KDP	Keurig Dr Pepper Inc.	9,781	$320,132

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,204,989	16,285	-9.7%	Shares	Sole	2026-08-03
2026-03-31	$2,799,568	18,028	+8.7%	Shares	Sole	2026-05-07
2025-12-31	$2,380,135	16,584	+16.5%	Shares	Sole	2026-01-07
2025-09-30	$1,999,725	14,239	+28.9%	Shares	Sole	2025-10-31
2025-06-30	$1,459,042	11,050	+8.1%	Shares	Sole	2025-07-28
2025-03-31	$1,532,386	10,220	+2.7%	Shares	Sole	2025-04-17
2024-12-31	$1,513,605	9,954	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.