Basepoint Wealth LLC

Position in PEP — Pepsico Inc

CIK 2088236 CEDAR RAPIDS, IA

Position in PEP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,627,372

-$283,782 QoQ

Shares Held

12,019

-2.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.14%

of 13F equity value

Holder Rank

#1,490

of 3,394 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Basepoint Wealth LLC holds $1,903,814 across 3 Beverages - Non-Alcoholic names. PEP ranks #1 (85.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc This page	12,019	$1,627,372
2	KO	Coca Cola Co	3,288	$267,215
3	MNST	Monster Beverage Corp	192	$9,227

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,627,372	12,019	-2.3%	Shares	Sole	2026-08-10
2026-03-31	$1,911,154	12,307	+1.4%	Shares	Sole	2026-05-07
2025-12-31	$1,741,184	12,132	-0.3%	Shares	Sole	2026-02-10
2025-09-30	$1,708,312	12,164	+1.0%	Shares	Sole	2025-11-13
2025-06-30	$1,590,949	12,049	+0.6%	Shares	Sole	2025-10-16
2025-03-31	$1,796,281	11,980	-31.2%	Shares	Sole	2025-10-16
2024-12-31	$2,649,341	17,423	-0.0%	Shares	Sole	2025-10-16
2024-09-30	$2,963,461	17,427	+0.6%	Shares	Sole	2025-10-16
2024-06-30	$2,857,577	17,326	+0.0%	Shares	Sole	2025-10-16
2024-03-31	$3,031,173	17,320	+2.9%	Shares	Sole	2025-10-16
2023-12-31	$2,859,935	16,839	+0.2%	Shares	Sole	2025-10-16
2023-09-30	$2,846,592	16,800	-0.5%	Shares	Sole	2025-10-16
2023-06-30	$3,128,180	16,889	-1.2%	Shares	Sole	2025-10-15
2023-03-31	$3,115,507	17,090	+1.9%	Shares	Sole	2025-10-10
2022-12-31	$3,030,390	16,774	+0.4%	Shares	Sole	2025-10-09
2022-09-30	$2,726,278	16,699	+0.0%	Shares	Sole	2025-10-09
2022-06-30	$2,781,888	16,692	-0.2%	Shares	Sole	2025-10-09
2022-03-31	$2,798,426	16,719	+0.1%	Shares	Sole	2025-10-09
2021-12-31	$2,901,999	16,706	—	Shares	Sole	2025-10-09
No filing history on record for this holder in this stock.