TRB Wealth Management, LLC

Position in PEP — Pepsico Inc

CIK 2130988 HOUSTON, TX

Position in PEP

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

Position Value

$1,092,271

-$327,855 QoQ

Shares Held

8,067

-11.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,734

of 3,394 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

TRB Wealth Management, LLC holds $2,963,803 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (36.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	20,248	$1,645,554
2	PEP	Pepsico Inc This page	8,067	$1,092,271
3	MNST	Monster Beverage Corp	4,702	$225,978

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,092,271	8,067	-11.8%	Shares	Sole	2026-08-12
2026-03-31	$1,420,126	9,145	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.