Caldwell Trust Co

Bank

Position in PEP — Pepsico Inc

CIK 2080218 Venice, FL

Position in PEP

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

Position Value

$3,826,268

-$762,706 QoQ

Shares Held

28,259

-4.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#1,027

of 3,394 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Caldwell Trust Co holds $8,539,429 across 5 Beverages - Non-Alcoholic names. PEP ranks #2 (44.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	53,360	$4,336,567
2	PEP	Pepsico Inc This page	28,259	$3,826,268
3	COKE	Coca-Cola Consolidated, Inc.	1,250	$238,650
4	MNST	Monster Beverage Corp	2,700	$129,762
5	KDP	Keurig Dr Pepper Inc.	250	$8,182

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,826,268	28,259	-4.4%	Shares	Sole	2026-08-03
2026-03-31	$4,588,974	29,551	-2.3%	Shares	Sole	2026-04-22
2025-12-31	$4,339,183	30,234	-5.6%	Shares	Sole	2026-01-30
2025-09-30	$4,496,327	32,016	-3.2%	Shares	Sole	2025-10-23
2025-06-30	$4,366,298	33,068	+0.8%	Shares	Sole	2025-09-22
2025-03-31	$4,917,732	32,798	-6.4%	Shares	Sole	2025-09-23
2024-12-31	$5,326,661	35,030	-4.6%	Shares	Sole	2025-09-24
2024-09-30	$6,241,005	36,701	-7.2%	Shares	Sole	2025-09-24
2024-06-30	$6,522,816	39,549	+0.4%	Shares	Sole	2025-09-24
2024-03-31	$6,895,919	39,403	-1.3%	Shares	Sole	2025-09-24
2023-12-31	$6,783,579	39,941	-8.7%	Shares	Sole	2025-10-01
2023-09-30	$7,412,830	43,749	-2.3%	Shares	Sole	2025-10-01
2023-06-30	$8,293,040	44,774	-1.3%	Shares	Sole	2025-10-01
2023-03-31	$8,270,586	45,368	+0.3%	Shares	Sole	2025-10-01
2022-12-31	$8,168,361	45,214	-2.7%	Shares	Sole	2025-10-01
2022-09-30	$7,589,467	46,487	-0.7%	Shares	Sole	2025-10-01
2022-06-30	$7,800,021	46,802	+21.5%	Shares	Sole	2025-10-02
2022-03-31	$6,448,816	38,528	+0.6%	Shares	Sole	2025-10-02
2021-12-31	$6,653,961	38,305	+0.3%	Shares	Sole	2025-10-02
2021-09-30	$5,746,714	38,207	+2.9%	Shares	Sole	2025-10-02
2021-06-30	$5,501,403	37,129	-1.8%	Shares	Sole	2025-10-02
2021-03-31	$5,348,790	37,814	+3.4%	Shares	Sole	2025-10-02
2020-12-31	$5,423,479	36,571	-0.2%	Shares	Sole	2025-10-02
2020-09-30	$5,077,056	36,631	-11.1%	Shares	Sole	2025-10-02
2020-06-30	$5,452,153	41,223	-2.6%	Shares	Sole	2025-10-02
2020-03-31	$5,080,710	42,304	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.