ROTHSCHILD INVESTMENT LLC

Position in PEP — Pepsico Inc

CIK 85338 CHICAGO, IL

Position in PEP

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$4,518,975

+$1,480,261 QoQ

Shares Held

33,375

+70.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#940

of 3,387 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $7,736,106 across 11 Beverages - Non-Alcoholic names. PEP ranks #1 (58.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc This page	33,375	$4,518,975
2	KO	Coca Cola Co	22,967	$1,866,528
3	COKE	Coca-Cola Consolidated, Inc.	3,464	$661,346
4	CELH	Celsius Holdings, Inc.	17,483	$511,902
5	MNST	Monster Beverage Corp	1,664	$79,971
6	KDP	Keurig Dr Pepper Inc.	2,012	$65,852
7	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	143	$14,310
8	PRMB	Primo Brands Corp	287	$7,014

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,518,975	33,375	+70.6%	Shares	Sole	2026-08-06
2026-03-31	$3,038,714	19,568	+1.3%	Shares	Sole	2026-05-07
2025-12-31	$2,771,945	19,314	+4.1%	Shares	Sole	2026-02-10
2025-09-30	$2,605,723	18,554	+14.4%	Shares	Sole	2025-11-07
2025-06-30	$2,142,216	16,224	+2.2%	Shares	Sole	2025-08-11
2025-03-31	$2,379,997	15,873	+0.5%	Shares	Sole	2025-04-08
2024-12-31	$2,401,787	15,795	+1.3%	Shares	Sole	2025-02-04
2024-09-30	$2,651,589	15,593	-4.1%	Shares	Sole	2024-10-18
2024-06-30	$2,682,421	16,264	+8.7%	Shares	Sole	2024-07-31
2024-03-31	$2,617,799	14,958	+69.4%	Shares	Sole	2024-07-31
2023-12-31	$1,499,517	8,829	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.