Aventura Private Wealth, LLC

Position in PEP — Pepsico Inc

CIK 2074418 AVENTURA, FL

Position in PEP

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$595,218

-$44,266 QoQ

Shares Held

4,396

+6.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#2,170

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

Aventura Private Wealth, LLC holds $1,543,259 across 6 Beverages - Non-Alcoholic names. PEP ranks #2 (38.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MNST	Monster Beverage Corp	14,850	$713,691
2	PEP	Pepsico Inc This page	4,396	$595,218
3	KO	Coca Cola Co	2,750	$223,492
4	KDP	Keurig Dr Pepper Inc.	223	$7,298
5	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	23	$2,301
6	CELH	Celsius Holdings, Inc.	43	$1,259

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$595,218	4,396	+6.8%	Shares	Sole	2026-07-15
2026-03-31	$639,484	4,118	-2.1%	Shares	Sole	2026-05-06
2025-12-31	$603,501	4,205	-3.3%	Shares	Sole	2026-01-07
2025-09-30	$610,492	4,347	-8.1%	Shares	Sole	2026-01-07
2025-06-30	$624,813	4,732	-22.1%	Shares	Sole	2026-01-07
2025-03-31	$910,585	6,073	-2.0%	Shares	Sole	2026-01-07
2024-12-31	$942,315	6,197	—	Shares	Sole	2026-01-07
No filing history on record for this holder in this stock.