STEPHENS INC /AR/

Position in PEP — Pepsico Inc

CIK 757657 LITTLE ROCK, AR

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Position in PEP

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$26,484,646

-$427,732 QoQ

Shares Held

195,603

+12.9% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#341

of 3,394 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Common Shares in PEP Over Time

Shares Held

Position Value (USD)

Position in Beverages - Non-Alcoholic

Consumer Defensive · as of Jun 30, 2026

STEPHENS INC /AR/ holds $52,235,453 across 4 Beverages - Non-Alcoholic names. PEP ranks #1 (50.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc This page	195,603	$26,484,646
2	KO	Coca Cola Co	299,964	$24,378,074
3	MNST	Monster Beverage Corp	22,638	$1,087,982
4	KDP	Keurig Dr Pepper Inc.	8,700	$284,751

All Filings in PEP

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,484,646	195,603	+12.9%	Shares	Defined	2026-07-29
2026-03-31	$26,912,378	173,304	+29.5%	Shares	Defined	2026-04-28
2025-12-31	$19,201,253	133,788	-2.8%	Shares	Defined	2026-02-05
2025-09-30	$19,322,858	137,588	+2.3%	Shares	Defined	2025-10-27
2025-06-30	$17,757,135	134,483	+6.0%	Shares	Defined	2025-07-29
2025-03-31	$19,023,637	126,875	+41.4%	Shares	Defined	2025-05-01
2024-12-31	$13,648,297	89,756	-10.1%	Shares	Defined	2025-01-28
2024-09-30	$16,979,322	99,849	-9.1%	Shares	Defined	2024-10-28
2024-06-30	$18,120,199	109,866	+4.0%	Shares	Defined	2024-08-06
2024-03-31	$18,491,906	105,662	-36.1%	Shares	Defined	2024-05-15
2023-12-31	$28,071,325	165,281	+5.2%	Shares	Defined	2024-02-13
2023-09-30	$26,633,256	157,184	+21.4%	Shares	Defined	2023-11-14
2023-06-30	$23,982,841	129,483	-9.6%	Shares	Defined	2023-08-14
2023-03-31	$26,101,896	143,181	+7.1%	Shares	Defined	2023-05-15
2022-12-31	$24,143,402	133,640	+16.1%	Shares	Defined	2023-02-14
2022-09-30	$18,794,327	115,119	+69.6%	Shares	Defined	2022-11-02
2022-06-30	$11,309,880	67,862	-11.9%	Shares	Defined	2022-08-03
2022-03-31	$12,889,599	77,008	-23.6%	Shares	Defined	2022-05-04
2021-12-31	$17,503,888	100,765	-8.4%	Shares	Defined	2022-03-07
2021-09-30	$16,552,770	110,051	-6.1%	Shares	Defined	2021-10-27
2021-06-30	$17,366,709	117,208	-6.0%	Shares	Defined	2021-08-12
2021-03-31	$17,638,532	124,698	+7.5%	Shares	Defined	2021-05-14
2020-12-31	$17,198,054	115,968	+0.6%	Shares	Defined	2021-02-10
2020-09-30	$15,974,204	115,254	-7.7%	Shares	Defined	2020-11-13
2020-06-30	$16,514,512	124,864	-9.0%	Shares	Defined	2020-08-24
2020-03-31	$16,471,835	137,151	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.