CREATIVE FINANCIAL DESIGNS INC /ADV

Position in PEP — Pepsico Inc

CIK 819864 KOKOMO, IN

Position in PEP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,011,773

-$217,880 QoQ

Shares Held

14,858

+3.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#1,363

of 3,394 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

CREATIVE FINANCIAL DESIGNS INC /ADV holds $4,804,783 across 6 Beverages - Non-Alcoholic names. PEP ranks #2 (41.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	33,982	$2,761,717
2	PEP	Pepsico Inc This page	14,858	$2,011,773
3	COKE	Coca-Cola Consolidated, Inc.	96	$18,328
4	KDP	Keurig Dr Pepper Inc.	374	$12,241
5	MNST	Monster Beverage Corp	10	$480
6	PRMB	Primo Brands Corp	10	$244

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,011,773	14,858	+3.5%	Shares	Sole	2026-07-28
2026-03-31	$2,229,653	14,358	+17.0%	Shares	Sole	2026-04-13
2025-12-31	$1,761,564	12,274	-0.8%	Shares	Sole	2026-02-06
2025-09-30	$1,737,102	12,369	+451.0%	Shares	Sole	2025-11-12
2025-06-30	$296,429	2,245	-7.7%	Shares	Sole	2025-08-04
2025-03-31	$364,654	2,432	-1.4%	Shares	Sole	2025-04-23
2024-12-31	$375,132	2,467	-1.6%	Shares	Sole	2025-02-10
2024-09-30	$426,485	2,508	-1.6%	Shares	Sole	2024-10-28
2024-06-30	$420,241	2,548	+221.7%	Shares	Sole	2024-08-06
2024-03-31	$138,607	792	+46.7%	Shares	Sole	2024-05-01
2023-12-31	$91,713	540	0.0%	Shares	Sole	2024-01-10
2023-09-30	$91,497	540	-0.6%	Shares	Sole	2023-11-14
2023-06-30	$100,574	543	+6.3%	Shares	Sole	2023-07-26
2023-03-31	$93,155	511	+0.4%	Shares	Sole	2023-04-25
2022-12-31	$91,955	509	+4.1%	Shares	Sole	2023-02-01
2022-09-30	$79,834	489	+49.1%	Shares	Sole	2022-11-01
2022-06-30	$54,664	328	-21.7%	Shares	Sole	2022-08-01
2022-03-31	$70,132	419	+29.7%	Shares	Sole	2022-04-15
2021-12-31	$56,108	323	+229.6%	Shares	Sole	2022-01-26
2021-09-30	$14,740	98	-81.1%	Shares	Sole	2021-10-08
2021-06-30	$76,752	518	+428.6%	Shares	Sole	2021-07-27
2021-03-31	$13,862	98	0.0%	Shares	Sole	2021-04-19
2020-12-31	$14,533	98	-51.2%	Shares	Sole	2021-01-08
2020-09-30	$27,858	201	+0.5%	Shares	Sole	2020-10-06
2020-06-30	$26,452	200	—	Shares	Sole	2020-07-23
No filing history on record for this holder in this stock.