Beta Wealth Group, Inc.’s Pepsico Inc Position
Does Beta Wealth Group, Inc. own Pepsico Inc (PEP)? Not currently — the last reported position was 20.1K shares worth $3M in Q3 2023; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$3M
Q3 2023
Shares
20.1K
% of Portfolio
+2.01%
Quarters Held
1
position exited
Position History PEP
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2023 | 20.1K | $3M | +2.01% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Beta Wealth Group, Inc.’s full portfolio or all institutional holders of PEP.