VALLEY NATIONAL ADVISERS INC

Position in PEP — Pepsico Inc

CIK 773411 BETHLEHEM, PA

Position in PEP

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

Position Value

$529,549

-$126,086 QoQ

Shares Held

3,911

-7.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#2,276

of 3,394 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

VALLEY NATIONAL ADVISERS INC holds $3,043,287 across 6 Beverages - Non-Alcoholic names. PEP ranks #2 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	22,036	$2,205,142
2	PEP	Pepsico Inc This page	3,911	$529,549
3	KO	Coca Cola Co	3,607	$293,140
4	KDP	Keurig Dr Pepper Inc.	277	$9,066
5	MNST	Monster Beverage Corp	122	$5,863
6	CELH	Celsius Holdings, Inc.	18	$527

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$529,549	3,911	-7.6%	Shares	Sole	2026-07-29
2026-03-31	$655,635	4,234	-13.4%	Shares	Sole	2026-04-15
2025-12-31	$699,374	4,890	-6.1%	Shares	Sole	2026-01-23
2025-09-30	$728,885	5,207	-13.0%	Shares	Sole	2025-10-17
2025-06-30	$784,982	5,987	-5.7%	Shares	Sole	2025-07-22
2025-03-31	$952,418	6,352	-18.0%	Shares	Sole	2025-04-25
2024-12-31	$1,177,097	7,749	-12.7%	Shares	Sole	2025-01-24
2024-09-30	$1,507,664	8,874	-39.9%	Shares	Sole	2024-10-24
2024-06-30	$2,432,883	14,759	-3.9%	Shares	Sole	2024-07-18
2024-03-31	$2,686,404	15,358	-1.8%	Shares	Sole	2024-04-19
2023-12-31	$2,653,751	15,633	+2.2%	Shares	Sole	2024-01-25
2023-09-30	$2,590,230	15,295	-3.4%	Shares	Sole	2023-11-13
2023-06-30	$2,930,367	15,829	-6.2%	Shares	Sole	2023-07-31
2023-03-31	$3,073,761	16,869	-1.5%	Shares	Sole	2023-04-26
2022-12-31	$3,094,525	17,129	-1.9%	Shares	Sole	2023-01-12
2022-09-30	$2,851,009	17,463	-1.7%	Shares	Sole	2022-11-08
2022-06-30	$2,961,214	17,768	-1.1%	Shares	Sole	2022-07-15
2022-03-31	$3,007,483	17,968	-1.3%	Shares	Sole	2022-05-06
2021-12-31	$3,161,000	18,197	-0.1%	Shares	Sole	2022-02-11
2021-09-30	$2,740,018	18,217	-1.0%	Shares	Sole	2021-11-10
2021-06-30	$2,727,809	18,410	-0.1%	Shares	Sole	2021-08-02
2021-03-31	$2,607,347	18,433	-1.1%	Shares	Sole	2021-05-07
2020-12-31	$2,763,422	18,634	-4.6%	Shares	Sole	2021-02-11
2020-09-30	$2,708,244	19,540	-5.4%	Shares	Sole	2020-11-13
2020-06-30	$2,732,491	20,660	-11.0%	Shares	Sole	2020-08-10
2020-03-31	$2,787,761	23,212	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.