SYM FINANCIAL Corp

Position in PEP — Pepsico Inc

CIK 764739 WINONA LAKE, IN

Position in PEP

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$935,478

-$284,635 QoQ

Shares Held

6,909

-12.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#1,851

of 3,394 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

SYM FINANCIAL Corp holds $1,975,665 across 3 Beverages - Non-Alcoholic names. PEP ranks #1 (47.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc This page	6,909	$935,478
2	KO	Coca Cola Co	9,743	$791,813
3	MNST	Monster Beverage Corp	5,168	$248,374

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$935,478	6,909	-12.1%	Shares	Sole	2026-08-04
2026-03-31	$1,220,113	7,857	-1.7%	Shares	Sole	2026-05-08
2025-12-31	$1,147,585	7,996	+5.5%	Shares	Sole	2026-02-13
2025-09-30	$1,064,675	7,581	-0.9%	Shares	Sole	2025-11-03
2025-06-30	$1,010,106	7,650	+96.8%	Shares	Sole	2025-08-01
2025-03-31	$582,966	3,888	+90.3%	Shares	Sole	2025-05-06
2024-12-31	$310,658	2,043	-22.1%	Shares	Sole	2025-01-24
2024-09-30	$446,211	2,624	-16.1%	Shares	Sole	2024-11-14
2024-06-30	$515,901	3,128	+36.7%	Shares	Sole	2024-08-08
2024-03-31	$400,597	2,289	-0.0%	Shares	Sole	2024-05-06
2023-12-31	$388,933	2,290	+2.7%	Shares	Sole	2024-02-06
2023-09-30	$377,681	2,229	+20.9%	Shares	Sole	2023-10-27
2023-06-30	$341,360	1,843	+10.1%	Shares	Sole	2023-08-02
2023-03-31	$305,170	1,674	+2.4%	Shares	Sole	2023-05-02
2022-12-31	$295,198	1,634	0.0%	Shares	Sole	2023-01-19
2022-09-30	$266,766	1,634	+11.5%	Shares	Sole	2022-10-28
2022-06-30	$244,323	1,466	-36.8%	Shares	Sole	2022-07-19
2022-03-31	$388,154	2,319	+2.2%	Shares	Sole	2022-04-22
2021-12-31	$394,147	2,269	-20.9%	Shares	Sole	2022-02-03
2021-09-30	$431,225	2,867	+3.2%	Shares	Sole	2021-10-15
2021-06-30	$411,764	2,779	+89.4%	Shares	Sole	2021-07-20
2021-03-31	$207,507	1,467	—	Shares	Sole	2021-04-19
No filing history on record for this holder in this stock.