HOWE & RUSLING INC

Position in PEP — Pepsico Inc

CIK 769963 ROCHESTER, NY

Position in PEP

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

Position Value

$13,816,080

-$1,715,248 QoQ

Shares Held

102,039

+2.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

1.22%

of 13F equity value

Holder Rank

#497

of 3,387 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 64% Shared 0% None 36%

Consumer Defensive · as of Jun 30, 2026

HOWE & RUSLING INC holds $35,306,131 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (39.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	201,373	$16,365,583
2	PEP	Pepsico Inc This page	102,039	$13,816,080
3	CELH	Celsius Holdings, Inc.	175,016	$5,124,468

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,816,080	102,039	+2.0%	Shares	Sole	2026-08-10
2026-03-31	$15,531,328	100,015	+5.8%	Shares	Sole	2026-04-28
2025-12-31	$13,570,677	94,556	-4.7%	Shares	Sole	2026-02-17
2025-09-30	$13,928,839	99,180	+10.5%	Shares	Sole	2025-11-05
2025-06-30	$11,851,513	89,757	-1.2%	Shares	Sole	2025-08-12
2025-03-31	$13,621,448	90,846	+18.4%	Shares	Sole	2025-06-17
2024-12-31	$11,666,346	76,722	+3.6%	Shares	Sole	2025-02-12
2024-09-30	$12,591,011	74,043	-2.4%	Shares	Sole	2024-11-08
2024-06-30	$12,513,403	75,871	-2.1%	Shares	Sole	2024-08-14
2024-03-31	$13,569,224	77,534	-24.2%	Shares	Sole	2024-05-15
2023-12-31	$17,381,764	102,342	+7.1%	Shares	Sole	2024-02-06
2023-09-30	$16,184,400	95,517	+0.3%	Shares	Sole	2023-11-09
2023-06-30	$17,640,167	95,239	-0.6%	Shares	Sole	2023-08-14
2023-03-31	$17,464,522	95,801	-0.6%	Shares	Sole	2023-05-15
2022-12-31	$17,414,540	96,394	+3.3%	Shares	Sole	2023-02-15
2022-09-30	$15,234,770	93,316	+1.4%	Shares	Sole	2022-11-14
2022-06-30	$15,332,720	92,000	+2.6%	Shares	Sole	2022-08-15
2022-03-31	$15,010,136	89,677	+0.1%	Shares	Sole	2022-05-10
2021-12-31	$15,560,073	89,575	-2.9%	Shares	Sole	2022-02-14
2021-09-30	$13,878,481	92,271	+0.1%	Shares	Sole	2021-11-15
2021-06-30	$13,664,237	92,220	-0.0%	Shares	Sole	2021-08-13
2021-03-31	$13,049,328	92,254	+8.3%	Shares	Sole	2021-05-13
2020-12-31	$12,631,749	85,177	+29.5%	Shares	Sole	2021-02-08
2020-09-30	$9,119,741	65,799	+1.7%	Shares	Sole	2020-11-06
2020-06-30	$8,554,180	64,677	+24.2%	Shares	Sole	2020-07-15
2020-03-31	$6,256,489	52,094	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.