Sun Financial Inc

Position in PEP — Pepsico Inc

CIK 2067342 MIDVALE, UT

Position in PEP

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$312,909

-$74,073 QoQ

Shares Held

2,311

-7.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#2,721

of 3,394 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Sun Financial Inc holds $4,785,733 across 3 Beverages - Non-Alcoholic names. PEP ranks #3 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MNST	Monster Beverage Corp	80,992	$3,892,475
2	KO	Coca Cola Co	7,141	$580,349
3	PEP	Pepsico Inc This page	2,311	$312,909

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$312,909	2,311	-7.3%	Shares	Sole	2026-08-12
2026-03-31	$386,982	2,492	-8.2%	Shares	Sole	2026-05-15
2025-12-31	$389,656	2,715	—	Shares	Sole	2026-02-02
No filing history on record for this holder in this stock.