PDS Planning, Inc

Position in PEP — Pepsico Inc

CIK 838618 DUBLIN, OH

Position in PEP

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,455,008

-$75,219 QoQ

Shares Held

10,746

+9.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,553

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

PDS Planning, Inc holds $7,368,951 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (19.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	66,367	$5,393,646
2	PEP	Pepsico Inc This page	10,746	$1,455,008
3	MNST	Monster Beverage Corp	10,826	$520,297

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,455,008	10,746	+9.1%	Shares	Sole	2026-08-05
2026-03-31	$1,530,227	9,854	-2.3%	Shares	Sole	2026-04-22
2025-12-31	$1,447,112	10,083	-1.8%	Shares	Sole	2026-01-26
2025-09-30	$1,441,897	10,267	+6.6%	Shares	Sole	2025-10-21
2025-06-30	$1,271,677	9,631	+0.6%	Shares	Sole	2025-07-24
2025-03-31	$1,434,925	9,570	+12.4%	Shares	Sole	2025-04-24
2024-12-31	$1,294,638	8,514	-6.5%	Shares	Sole	2025-02-10
2024-09-30	$1,548,305	9,105	-0.6%	Shares	Sole	2024-10-30
2024-06-30	$1,510,923	9,161	+4.7%	Shares	Sole	2024-08-08
2024-03-31	$1,531,862	8,753	+2.6%	Shares	Sole	2024-05-01
2023-12-31	$1,448,565	8,529	+4.5%	Shares	Sole	2024-02-01
2023-09-30	$1,382,460	8,159	-1.4%	Shares	Sole	2023-10-23
2023-06-30	$1,533,251	8,278	+5.2%	Shares	Sole	2023-07-21
2023-03-31	$1,433,971	7,866	+30.4%	Shares	Sole	2023-05-02
2022-12-31	$1,090,102	6,034	-0.0%	Shares	Sole	2023-01-27
2022-09-30	$985,600	6,037	+0.6%	Shares	Sole	2022-11-02
2022-06-30	$1,000,293	6,002	+7.7%	Shares	Sole	2022-07-15
2022-03-31	$932,976	5,574	+13.5%	Shares	Sole	2022-04-18
2021-12-31	$853,437	4,913	+0.4%	Shares	Sole	2022-01-25
2021-09-30	$736,106	4,894	-4.2%	Shares	Sole	2021-10-22
2021-06-30	$757,296	5,111	+33.1%	Shares	Sole	2021-07-26
2021-03-31	$543,168	3,840	-0.9%	Shares	Sole	2021-04-20
2020-12-31	$574,365	3,873	+3.4%	Shares	Sole	2021-01-21
2020-09-30	$519,057	3,745	-3.8%	Shares	Sole	2020-10-19
2020-06-30	$515,020	3,894	+27.0%	Shares	Sole	2020-08-11
2020-03-31	$368,346	3,067	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.