PINNACLE ASSOCIATES LTD

Position in PEP — Pepsico Inc

CIK 743127 NEW YORK, NY

Position in PEP

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

Position Value

$24,981,300

-$4,013,827 QoQ

Shares Held

184,500

-1.2% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#358

of 3,401 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Consumer Defensive · as of Jun 30, 2026

PINNACLE ASSOCIATES LTD holds $45,378,320 across 5 Beverages - Non-Alcoholic names. PEP ranks #1 (55.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc This page	184,500	$24,981,300
2	KO	Coca Cola Co	175,399	$14,254,676
3	KDP	Keurig Dr Pepper Inc.	140,303	$4,592,117
4	CELH	Celsius Holdings, Inc.	33,652	$985,330
5	MNST	Monster Beverage Corp	11,754	$564,897

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,981,300	184,500	-1.2%	Shares	Sole	2026-08-03
2026-03-31	$28,995,127	186,716	-1.0%	Shares	Sole	2026-04-22
2025-12-31	$27,073,756	188,641	+8.2%	Shares	Sole	2026-02-05
2025-09-30	$24,479,815	174,308	+14.5%	Shares	Sole	2025-11-13
2025-06-30	$20,095,563	152,193	+9.7%	Shares	Sole	2025-08-04
2025-03-31	$20,793,079	138,676	+1.8%	Shares	Sole	2025-05-06
2024-12-31	$20,708,139	136,184	-3.6%	Shares	Sole	2025-02-14
2024-09-30	$24,015,651	141,227	+2.2%	Shares	Sole	2024-10-25
2024-06-30	$22,791,016	138,186	-1.6%	Shares	Sole	2024-07-30
2024-03-31	$24,581,904	140,460	-0.5%	Shares	Sole	2024-04-26
2023-12-31	$23,985,993	141,227	+3.3%	Shares	Sole	2024-01-19
2023-09-30	$23,156,687	136,666	-0.7%	Shares	Sole	2023-10-24
2023-06-30	$25,491,272	137,627	+22.7%	Shares	Other	2023-07-27
2023-03-31	$20,446,585	112,159	-1.9%	Shares	Sole	2023-05-05
2022-12-31	$20,663,710	114,379	+0.1%	Shares	Sole	2023-02-01
2022-09-30	$18,650,169	114,236	-0.2%	Shares	Sole	2022-11-01
2022-06-30	$19,070,737	114,429	-2.9%	Shares	Sole	2022-08-02
2022-03-31	$19,730,587	117,879	+3.5%	Shares	Sole	2022-05-05
2021-12-31	$19,787,653	113,912	+14.1%	Shares	Sole	2022-02-02
2021-09-30	$15,019,190	99,855	-0.1%	Shares	Sole	2021-10-19
2021-06-30	$14,810,332	99,955	+0.4%	Shares	Sole	2021-08-02
2021-03-31	$14,077,104	99,520	-4.6%	Shares	Sole	2021-05-12
2020-12-31	$15,477,626	104,367	+0.0%	Shares	Sole	2021-01-26
2020-09-30	$14,463,464	104,354	+0.3%	Shares	Sole	2020-10-23
2020-06-30	$13,767,075	104,091	+5.7%	Shares	Sole	2020-08-14
2020-03-31	$11,824,685	98,457	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.