Beverages - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2026-04-24 13F-HR MNST / Monster Beverage Stegent Equity Advisors, Inc. 2,712 0 -100.00
2026-04-24 13F-HR KO / Coca-Cola Stegent Equity Advisors, Inc. 5,323 5,252 -1.33
2026-04-24 13F-HR PEP / PepsiCo Stegent Equity Advisors, Inc. 0 1,300
2026-04-24 13F-HR KO / Coca-Cola RKL Wealth Management LLC 15,081 15,777 4.62
2026-04-24 13F-HR PEP / PepsiCo RKL Wealth Management LLC 16,238 15,675 -3.47
2026-04-24 13F-HR BF.A / Brown-Forman Lindsell Train Ltd 2,742,740 2,585,222 -5.74
2026-04-24 13F-HR BF.B / Brown-Forman Lindsell Train Ltd 1,649,764 1,576,049 -4.47
2026-04-24 13F-HR PEP / PepsiCo Lindsell Train Ltd 1,801,971 1,277,185 -29.12
2026-04-24 13F-HR KO / Coca-Cola Lindsell Train Ltd 17,000 12,000 -29.41
2026-04-24 13F-HR DEO / Diageo plc - Depositary Receipt Midwest Capital Advisors, LLC 16 0 -100.00
2026-04-24 13F-HR PEP / PepsiCo Midwest Capital Advisors, LLC 83 84 1.20
2026-04-24 13F-HR KO / Coca-Cola Midwest Capital Advisors, LLC 465 465 0.00
2026-04-24 13F-HR PEP / PepsiCo Capital Asset Advisory Services LLC 26,394 27,567 4.44
2026-04-24 13F-HR KO / Coca-Cola Capital Asset Advisory Services LLC 57,874 56,201 -2.89
2026-04-24 13F-HR PEP / PepsiCo Bellevue Asset Management, Llc 2,131 2,151 0.94
2026-04-24 13F-HR KO / Coca-Cola Bellevue Asset Management, Llc 2,430 2,430 0.00
2026-04-24 13F-HR DEO / Diageo plc - Depositary Receipt Bellevue Asset Management, Llc 146 146 0.00
2026-04-24 13F-HR ABEV / Ambev S.A. - Depositary Receipt EJMK Ventures LLC 23,068
2026-04-24 13F-HR KO / Coca-Cola EJMK Ventures LLC 4,955 5,025 1.41
2026-04-24 13F-HR CCEP / Coca-Cola Europacific Partners EJMK Ventures LLC 5,475 3,674 -32.89
2026-04-24 13F-HR PEP / PepsiCo EJMK Ventures LLC 2,747 1,806 -34.26
2026-04-24 13F-HR KO / Coca-Cola Essex Financial Services, Inc. 92,964 92,077 -0.95
2026-04-24 13F-HR PEP / PepsiCo Essex Financial Services, Inc. 25,598 25,262 -1.31
2026-04-24 13F-HR STZ / Constellation Brands Essex Financial Services, Inc. 2,958 3,001 1.45
2026-04-24 13F-HR MNST / Monster Beverage Essex Financial Services, Inc. 2,772 3,341 20.53
2026-04-24 13F-HR KDP / Keurig Dr Pepper Essex Financial Services, Inc. 7,390 7,646 3.46
2026-04-24 13F-HR DEO / Diageo plc - Depositary Receipt Essex Financial Services, Inc. 3,051 0 -100.00
2026-04-24 13F-HR KDP / Keurig Dr Pepper CHICAGO TRUST Co NA 10,000 10,000 0.00
2026-04-24 13F-HR PEP / PepsiCo CHICAGO TRUST Co NA 22,421 21,543 -3.92
2026-04-24 13F-HR ABEV / Ambev S.A. - Depositary Receipt CHICAGO TRUST Co NA 170,184 173,886 2.18
2026-04-24 13F-HR BUD / Anheuser-Busch InBev CHICAGO TRUST Co NA 5,951 5,156 -13.36
2026-04-24 13F-HR BF.B / Brown-Forman CHICAGO TRUST Co NA 0 27,238
2026-04-24 13F-HR KO / Coca-Cola CHICAGO TRUST Co NA 23,457 22,785 -2.86
2026-04-24 13F-HR DEO / Diageo plc - Depositary Receipt CHICAGO TRUST Co NA 5,496 6,460 17.54
2026-04-24 13F-HR PEP / PepsiCo Cassia Capital Partners, LLC 1,960 1,870 -4.59
2026-04-24 13F-HR KO / Coca-Cola Cassia Capital Partners, LLC 18,059 4,739 -73.76
2026-04-24 13F-HR MNST / Monster Beverage Syntax Research, Inc. 200 200 0.00
2026-04-24 13F-HR PEP / PepsiCo Syntax Research, Inc. 100 100 0.00
2026-04-24 13F-HR KO / Coca-Cola Syntax Research, Inc. 200 200 0.00
2026-04-24 13F-HR FMX / Fomento Económico Mexicano, S.A.B. de C.V. - Depositary Receipt Deltec Asset Management Llc 5,500 5,500 0.00
2026-04-24 13F-HR KO / Coca-Cola Trust Investment Advisors 5,209 6,686 28.35
2026-04-24 13F-HR ABEV / Ambev S.A. - Depositary Receipt Root Financial Partners, LLC 76
2026-04-24 13F-HR PEP / PepsiCo Root Financial Partners, LLC 2,836 2,917 2.86
2026-04-24 13F-HR SAM / Boston Beer Root Financial Partners, LLC 28 96 242.86
2026-04-24 13F-HR FIZZ / National Beverage Root Financial Partners, LLC 57 170 198.25
2026-04-24 13F-HR CCEP / Coca-Cola Europacific Partners Root Financial Partners, LLC 233 214 -8.15
2026-04-24 13F-HR KOF / Coca-Cola FEMSA, S.A.B. de C.V. - Depositary Receipt Root Financial Partners, LLC 30 32 6.67
2026-04-24 13F-HR FMX / Fomento Económico Mexicano, S.A.B. de C.V. - Depositary Receipt Root Financial Partners, LLC 3 5 66.67
2026-04-24 13F-HR KO / Coca-Cola Root Financial Partners, LLC 9,185 9,795 6.64
2026-04-24 13F-HR TAP / Molson Coors Beverage Root Financial Partners, LLC 478 515 7.74
2026-04-24 13F-HR MNST / Monster Beverage Root Financial Partners, LLC 4,844 4,981 2.83
2026-04-24 13F-HR BUD / Anheuser-Busch InBev Root Financial Partners, LLC 238 118 -50.42
2026-04-24 13F-HR CELH / Celsius Holdings Root Financial Partners, LLC 564 395 -29.96
2026-04-24 13F-HR BF.A / Brown-Forman Root Financial Partners, LLC 20 143 615.00
2026-04-24 13F-HR DEO / Diageo plc - Depositary Receipt Root Financial Partners, LLC 140 15 -89.29
2026-04-24 13F-HR BF.B / Brown-Forman Root Financial Partners, LLC 5,412 5,887 8.78
2026-04-24 13F-HR KDP / Keurig Dr Pepper Root Financial Partners, LLC 1,907 2,705 41.85
2026-04-24 13F-HR STZ / Constellation Brands Root Financial Partners, LLC 67 222 231.34
2026-04-24 13F-HR COKE / Coca-Cola Consolidated Root Financial Partners, LLC 256 306 19.53
2026-04-24 13F-HR KO / Coca-Cola Petros Family Wealth, LLC 4,341 12,877 196.64
2026-04-24 13F-HR MNST / Monster Beverage Petros Family Wealth, LLC 6,191 4,063 -34.37
2026-04-24 13F-HR PEP / PepsiCo Petros Family Wealth, LLC 4,366 0 -100.00
2026-04-24 13F-HR PEP / PepsiCo Stock Yards Bank & Trust Co 96,764 93,607 -3.26
2026-04-24 13F-HR BF.A / Brown-Forman Stock Yards Bank & Trust Co 89,584 89,584 0.00
2026-04-24 13F-HR BF.B / Brown-Forman Stock Yards Bank & Trust Co 89,584 65,172 -27.25
2026-04-24 13F-HR KO / Coca-Cola Stock Yards Bank & Trust Co 224,346 223,633 -0.32
2026-04-24 13F-HR STZ / Constellation Brands Stock Yards Bank & Trust Co 72,193 66,914 -7.31
2026-04-24 13F-HR DEO / Diageo plc - Depositary Receipt Stock Yards Bank & Trust Co 2,476 0 -100.00
2026-04-24 13F-HR KO / Coca-Cola Twin City Private Wealth, Llc 22,805 22,474 -1.45
2026-04-24 13F-HR PEP / PepsiCo Twin City Private Wealth, Llc 2,141 2,201 2.80
2026-04-24 13F-HR DEO / Diageo plc - Depositary Receipt Twin City Private Wealth, Llc 9,147 0 -100.00
2026-04-24 13F-HR KO / Coca-Cola hemming& Wealth Management, Inc. 10,255 10,255 0.00
2026-04-24 13F-HR KO / Coca-Cola Horizon Wealth Management, LLC 5,955 3,514 -40.99
2026-04-24 13F-HR PEP / PepsiCo Horizon Wealth Management, LLC 1,485 1,394 -6.13
2026-04-24 13F-HR PEP / PepsiCo Jacobsen Capital Management 2,148 2,143 -0.23
2026-04-24 13F-HR KO / Coca-Cola Jacobsen Capital Management 7,878 7,902 0.30
2026-04-24 13F-HR PEP / PepsiCo Letson Investment Management, Inc. 48,128 48,013 -0.24
2026-04-24 13F-HR KO / Coca-Cola Letson Investment Management, Inc. 12,793 12,793 0.00
2026-04-24 13F-HR KDP / Keurig Dr Pepper Letson Investment Management, Inc. 90,150 90,156 0.01
2026-04-24 13F-HR ABEV / Ambev S.A. - Depositary Receipt Pzena Investment Management Llc 4,421,619 4,717,328 6.69
2026-04-24 13F-HR STZ / Constellation Brands Pzena Investment Management Llc 589,891 595,795 1.00
2026-04-24 13F-HR KO / Coca-Cola NavPoint Financial, Inc. 4,146 4,146 0.00
2026-04-24 13F-HR PEP / PepsiCo Heritage Oak Wealth Advisors Llc 9,813 12,261 24.95
2026-04-24 13F-HR KO / Coca-Cola TSG Advice Partners, LLC 4,257 4,991 17.24
2026-04-24 13F-HR PEP / PepsiCo TSG Advice Partners, LLC 4,686 4,620 -1.41
2026-04-24 13F-HR BF.A / Brown-Forman KPP Advisory Services LLC 9,992 9,992 0.00
2026-04-24 13F-HR PEP / PepsiCo KPP Advisory Services LLC 5,770 5,480 -5.03
2026-04-24 13F-HR KO / Coca-Cola KPP Advisory Services LLC 17,759 17,119 -3.60
2026-04-24 13F-HR KO / Coca-Cola Center for Wealth Management Advisory 22,999 23,080 0.35
2026-04-24 13F-HR PEP / PepsiCo Center for Wealth Management Advisory 12,448 11,458 -7.95
2026-04-24 13F-HR PEP / PepsiCo Smithbridge Asset Management Inc/de 50,427 30,533 -39.45
2026-04-24 13F-HR KO / Coca-Cola Eagle Bluffs Wealth Management LLC 3,158 3,158 0.00
2026-04-24 13F-HR KO / Coca-Cola Vision Capital Management, Inc. 6,217 6,217 0.00
2026-04-24 13F-HR PEP / PepsiCo Vision Capital Management, Inc. 2,204 2,799 27.00
2026-04-24 13F-HR KO / Coca-Cola Innova Wealth Partners 3,028 3,285 8.49
2026-04-24 13F-HR KO / Coca-Cola Innova Wealth Partners 100
2026-04-24 13F-HR PEP / PepsiCo Innova Wealth Partners 3,186 3,161 -0.78
2026-04-24 13F-HR PEP / PepsiCo Reliant Investment Management, LLC 2,055 2,055 0.00
2026-04-24 13F-HR STZ / Constellation Brands Whelan Financial 8,042 8,590 6.81
2026-04-24 13F-HR PEP / PepsiCo Essex LLC 2,747 2,742 -0.18
2026-04-24 13F-HR KO / Coca-Cola Financial Life Planners 0 1,118
2026-04-24 13F-HR PEP / PepsiCo Financial Life Planners 0 50
2026-04-24 13F-HR PEP / PepsiCo Lederer & Associates Investment Counsel/ca 6,247 5,670 -9.24
2026-04-24 13F-HR KO / Coca-Cola Lederer & Associates Investment Counsel/ca 10,317 10,317 0.00
2026-04-24 13F-HR FMX / Fomento Económico Mexicano, S.A.B. de C.V. - Depositary Receipt USS Investment Management Ltd 319,194 462,624 44.94
2026-04-24 13F-HR KO / Coca-Cola USS Investment Management Ltd 637,901 649,696 1.85
2026-04-24 13F-HR MNST / Monster Beverage USS Investment Management Ltd 143,546 148,038 3.13
2026-04-24 13F-HR CCEP / Coca-Cola Europacific Partners USS Investment Management Ltd 51,203 52,676 2.88
2026-04-24 13F-HR PEP / PepsiCo USS Investment Management Ltd 225,505 229,257 1.66
2026-04-24 13F-HR KDP / Keurig Dr Pepper USS Investment Management Ltd 253,381 253,381 0.00
2026-04-24 13F-HR STZ / Constellation Brands USS Investment Management Ltd 34,740 36,635 5.45
2026-04-24 13F-HR PEP / PepsiCo APCM Wealth Management for Individuals 2,818 2,817 -0.04
2026-04-24 13F-HR CCEP / Coca-Cola Europacific Partners Merited Wealth, LLC 10 0 -100.00
2026-04-24 13F-HR KO / Coca-Cola Merited Wealth, LLC 973 0 -100.00
2026-04-24 13F-HR BUD / Anheuser-Busch InBev Merited Wealth, LLC 22 0 -100.00
2026-04-24 13F-HR PEP / PepsiCo Palouse Capital Management, Inc. 400 400 0.00
2026-04-24 13F-HR PEP / PepsiCo Semus Wealth Partners LLC 1,778 1,781 0.17
2026-04-24 13F-HR KO / Coca-Cola Semus Wealth Partners LLC 7,145 7,092 -0.74
2026-04-24 13F-HR PEP / PepsiCo Balentine LLC 5,285 5,208 -1.46
2026-04-24 13F-HR KO / Coca-Cola Balentine LLC 21,756 21,648 -0.50
2026-04-24 13F-HR DEO / Diageo plc - Depositary Receipt Fulton Bank, N.a. 11,082 0 -100.00
2026-04-24 13F-HR KDP / Keurig Dr Pepper Fulton Bank, N.a. 51,705 51,554 -0.29
2026-04-24 13F-HR TAP / Molson Coors Beverage Fulton Bank, N.a. 4,984 4,938 -0.92
2026-04-24 13F-HR MNST / Monster Beverage Fulton Bank, N.a. 16,481 16,251 -1.40
2026-04-24 13F-HR PEP / PepsiCo Fulton Bank, N.a. 27,555 27,823 0.97
2026-04-24 13F-HR CCEP / Coca-Cola Europacific Partners Fulton Bank, N.a. 3,586 3,699 3.15
2026-04-24 13F-HR KO / Coca-Cola Fulton Bank, N.a. 66,952 65,544 -2.10
2026-04-24 13F-HR STZ / Constellation Brands Fulton Bank, N.a. 13,159 13,830 5.10
2026-04-24 13F-HR KO / Coca-Cola Argent Advisors, Inc. 60,630 60,791 0.27
2026-04-24 13F-HR PEP / PepsiCo Argent Advisors, Inc. 4,927 4,870 -1.16
2026-04-24 13F-HR KO / Coca-Cola Newton One Investments LLC 137 137 0.00
2026-04-24 13F-HR PEP / PepsiCo Newton One Investments LLC 627 639 1.91
2026-04-24 13F-HR KO / Coca-Cola Cane Capital Partners, LLC 6,505 6,275 -3.54
2026-04-24 13F-HR WVVI / Willamette Valley Vineyards James Investment Research Inc 12,921 12,921 0.00
2026-04-24 13F-HR COKE / Coca-Cola Consolidated James Investment Research Inc 22,412 22,456 0.20
2026-04-24 13F-HR PEP / PepsiCo Secured Retirement Advisors, Llc 3,704 3,275 -11.58
2026-04-24 13F-HR KO / Coca-Cola Secured Retirement Advisors, Llc 3,843 6,270 63.15
2026-04-24 13F-HR KO / Coca-Cola Mitchell & Pahl Private Wealth, Llc 15,222 15,111 -0.73
2026-04-24 13F-HR DEO / Diageo plc - Depositary Receipt Mitchell & Pahl Private Wealth, Llc 6,888 8,111 17.76
2026-04-24 13F-HR PEP / PepsiCo Mitchell & Pahl Private Wealth, Llc 13,257 14,391 8.55
2026-04-24 13F-HR KO / Coca-Cola Vertrix Wealth Management, LLC 42,970
2026-04-24 13F-HR ABEV / Ambev S.A. - Depositary Receipt Sage Investment Counsel LLC 165,500 165,500 0.00
2026-04-24 13F-HR KOF / Coca-Cola FEMSA, S.A.B. de C.V. - Depositary Receipt Sage Investment Counsel LLC 3,500 3,700 5.71
2026-04-24 13F-HR DEO / Diageo plc - Depositary Receipt Sage Investment Counsel LLC 3,700 3,700 0.00
2026-04-24 13F-HR STZ / Constellation Brands Sage Investment Counsel LLC 5,755 6,106 6.10
2026-04-24 13F-HR KO / Coca-Cola Seamount Financial Group Inc 15,690 15,800 0.70
2026-04-24 13F-HR PEP / PepsiCo Heritage Investors Management Corp 157,630 159,266 1.04
2026-04-24 13F-HR BF.B / Brown-Forman Heritage Investors Management Corp 21,875 18,850 -13.83
2026-04-24 13F-HR STZ / Constellation Brands Heritage Investors Management Corp 122,269 120,449 -1.49
2026-04-24 13F-HR KO / Coca-Cola Heritage Investors Management Corp 267,871 266,073 -0.67
2026-04-24 13F-HR MNST / Monster Beverage UMA Financial Services, Inc. 364 376 3.30
2026-04-24 13F-HR BUD / Anheuser-Busch InBev UMA Financial Services, Inc. 111 124 11.71
2026-04-24 13F-HR TAP / Molson Coors Beverage UMA Financial Services, Inc. 69 77 11.59
2026-04-24 13F-HR ABEV / Ambev S.A. - Depositary Receipt UMA Financial Services, Inc. 1,030 1,030 0.00
2026-04-24 13F-HR SAM / Boston Beer UMA Financial Services, Inc. 2 13 550.00
2026-04-24 13F-HR FIZZ / National Beverage UMA Financial Services, Inc. 377 374 -0.80
2026-04-24 13F-HR DEO / Diageo plc - Depositary Receipt UMA Financial Services, Inc. 20 19 -5.00
2026-04-24 13F-HR KDP / Keurig Dr Pepper UMA Financial Services, Inc. 528 268 -49.24
2026-04-24 13F-HR CCEP / Coca-Cola Europacific Partners UMA Financial Services, Inc. 131 138 5.34
2026-04-24 13F-HR KOF / Coca-Cola FEMSA, S.A.B. de C.V. - Depositary Receipt UMA Financial Services, Inc. 20 20 0.00
2026-04-24 13F-HR KO / Coca-Cola UMA Financial Services, Inc. 2,608 2,843 9.01
2026-04-24 13F-HR PEP / PepsiCo UMA Financial Services, Inc. 2,499 2,666 6.68
2026-04-24 13F-HR STZ / Constellation Brands UMA Financial Services, Inc. 57 51 -10.53
2026-04-24 13F-HR FMX / Fomento Económico Mexicano, S.A.B. de C.V. - Depositary Receipt UMA Financial Services, Inc. 192 192 0.00
2026-04-24 13F-HR BF.A / Brown-Forman UMA Financial Services, Inc. 35 0 -100.00
2026-04-24 13F-HR COKE / Coca-Cola Consolidated UMA Financial Services, Inc. 6 0 -100.00
2026-04-24 13F-HR CCU / Compañía Cervecerías Unidas S.A. - Depositary Receipt UMA Financial Services, Inc. 172 0 -100.00
2026-04-24 13F-HR PEP / PepsiCo Canton Hathaway, LLC 4,061 4,061 0.00
2026-04-24 13F-HR KO / Coca-Cola Canton Hathaway, LLC 3,370 3,370 0.00
2026-04-24 13F-HR PEP / PepsiCo Boston Trust Walden Corp 551,610 518,122 -6.07
2026-04-24 13F-HR BF.A / Brown-Forman Boston Trust Walden Corp 30,400 30,400 0.00
2026-04-24 13F-HR BF.B / Brown-Forman Boston Trust Walden Corp 14,837 14,837 0.00
2026-04-24 13F-HR KO / Coca-Cola Boston Trust Walden Corp 36,964 36,764 -0.54
2026-04-24 13F-HR DEO / Diageo plc - Depositary Receipt Boston Trust Walden Corp 7,306 6,971 -4.59
2026-04-24 13F-HR MNST / Monster Beverage Livet Wealth, LLC 2,754 0 -100.00
2026-04-24 13F-HR STZ / Constellation Brands Livet Wealth, LLC 1,354
2026-04-24 13F-HR KDP / Keurig Dr Pepper Keybank National Association/oh 12,896 15,396 19.39
2026-04-24 13F-HR TAP / Molson Coors Beverage Keybank National Association/oh 22,291 18,881 -15.30
2026-04-24 13F-HR COKE / Coca-Cola Consolidated Keybank National Association/oh 3,381 1,478 -56.29
2026-04-24 13F-HR FMX / Fomento Económico Mexicano, S.A.B. de C.V. - Depositary Receipt Keybank National Association/oh 20,578 18,773 -8.77
2026-04-24 13F-HR KO / Coca-Cola Keybank National Association/oh 1,101,983 1,101,152 -0.08
2026-04-24 13F-HR ABEV / Ambev S.A. - Depositary Receipt Keybank National Association/oh 91,237 70,887 -22.30
2026-04-24 13F-HR BUD / Anheuser-Busch InBev Keybank National Association/oh 4,789 8,778 83.30
2026-04-24 13F-HR CCEP / Coca-Cola Europacific Partners Keybank National Association/oh 5,171 6,417 24.10
2026-04-24 13F-HR STZ / Constellation Brands Keybank National Association/oh 2,248 2,338 4.00
2026-04-24 13F-HR PEP / PepsiCo Keybank National Association/oh 1,037,841 1,053,501 1.51
2026-04-24 13F-HR MNST / Monster Beverage Keybank National Association/oh 22,183 17,314 -21.95
2026-04-24 13F-HR DEO / Diageo plc - Depositary Receipt Keybank National Association/oh 9,430 8,726 -7.47
2026-04-24 13F-HR CELH / Celsius Holdings GPM Growth Investors, Inc. 64,590 64,334 -0.40
2026-04-24 13F-HR KO / Coca-Cola Axis Wealth Partners, LLC 3,413 3,459 1.35
2026-04-24 13F-HR KO / Coca-Cola Eagle Bay Advisors LLC 17,139 17,474 1.95
2026-04-24 13F-HR PEP / PepsiCo Eagle Bay Advisors LLC 297 0 -100.00
2026-04-24 13F-HR COKE / Coca-Cola Consolidated Eagle Bay Advisors LLC 320 0 -100.00
2026-04-24 13F-HR PEP / PepsiCo Family Capital Trust Co 31,928 31,928 0.00
2026-04-24 13F-HR PEP / PepsiCo Franklin, Parlapiano, Turner & Welch, LLC 52,038 51,542 -0.95
2026-04-24 13F-HR PEP / PepsiCo Bull Street Advisors, LLC 22,352 22,245 -0.48
2026-04-24 13F-HR KO / Coca-Cola Bull Street Advisors, LLC 103,451 103,001 -0.43
2026-04-24 13F-HR DEO / Diageo plc - Depositary Receipt Bull Street Advisors, LLC 7,285 8,410 15.44
2026-04-24 13F-HR PEP / PepsiCo Blue Capital, Inc. 1,524 1,656 8.66
2026-04-24 13F-HR KO / Coca-Cola SOL Capital Management CO 4,190 11,100 164.92
2026-04-24 13F-HR PEP / PepsiCo SOL Capital Management CO 3,559 0 -100.00
2026-04-24 13F-HR KO / Coca-Cola Peregrine Asset Advisers, Inc. 5,274 6,128 16.19
2026-04-24 13F-HR PEP / PepsiCo Peregrine Asset Advisers, Inc. 57,170 56,051 -1.96
2026-04-24 13F-HR KO / Coca-Cola Patten Group, Inc. 175,129 176,135 0.57
2026-04-24 13F-HR PEP / PepsiCo Patten Group, Inc. 14,033 13,770 -1.87
2026-04-24 13F-HR STZ / Constellation Brands Patten Group, Inc. 0 1,360
2026-04-24 13F-HR COKE / Coca-Cola Consolidated Patten Group, Inc. 3,453 0 -100.00
2026-04-24 13F-HR CELH / Celsius Holdings Strs Ohio 30,838 44,232 43.43
2026-04-24 13F-HR KDP / Keurig Dr Pepper Strs Ohio 293,467 276,361 -5.83
2026-04-24 13F-HR BF.B / Brown-Forman Strs Ohio 3,538 3,428 -3.11
2026-04-24 13F-HR SAM / Boston Beer Strs Ohio 185 185 0.00
2026-04-24 13F-HR FMX / Fomento Económico Mexicano, S.A.B. de C.V. - Depositary Receipt Strs Ohio 295,582 276,691 -6.39
2026-04-24 13F-HR KO / Coca-Cola Strs Ohio 1,181,405 1,130,041 -4.35
2026-04-24 13F-HR COKE / Coca-Cola Consolidated Strs Ohio 1,357 1,355 -0.15
2026-04-24 13F-HR PEP / PepsiCo Strs Ohio 640,063 608,963 -4.86
2026-04-24 13F-HR STZ / Constellation Brands Strs Ohio 3,403 3,398 -0.15
2026-04-24 13F-HR KOF / Coca-Cola FEMSA, S.A.B. de C.V. - Depositary Receipt Strs Ohio 13,569 11,776 -13.21
2026-04-24 13F-HR ZVIA / Zevia PBC Strs Ohio 150,500 150,500 0.00
2026-04-24 13F-HR TAP / Molson Coors Beverage Strs Ohio 3,914 3,908 -0.15
2026-04-24 13F-HR MNST / Monster Beverage Strs Ohio 158,077 148,864 -5.83
2026-04-24 13F-HR ABEV / Ambev S.A. - Depositary Receipt Strs Ohio 3,061,300 2,657,043 -13.21
2026-04-24 13F-HR BF.A / Brown-Forman Strs Ohio 1,044 1,043 -0.10
2026-04-24 13F-HR ABEV / Ambev S.A. - Depositary Receipt Abacus Wealth Partners, LLC 13,495 13,495 0.00
2026-04-24 13F-HR CCEP / Coca-Cola Europacific Partners Abacus Wealth Partners, LLC 6,224 6,222 -0.03
2026-04-24 13F-HR PEP / PepsiCo Abacus Wealth Partners, LLC 2,013 1,632 -18.93
2026-04-24 13F-HR KO / Coca-Cola DB&C Advisors, LLC 12,552 12,552 0.00
2026-04-24 13F-HR MNST / Monster Beverage CFC Planning Co LLC 12,828 12,865 0.29
2026-04-24 13F-HR KO / Coca-Cola CFC Planning Co LLC 46,631 53,784 15.34
2026-04-24 13F-HR STZ / Constellation Brands Kendall Capital Management 3,605 4,993 38.50
2026-04-24 13F-HR KO / Coca-Cola Kendall Capital Management 0 4,319
2026-04-24 13F-HR TAP / Molson Coors Beverage Kendall Capital Management 31,370 29,430 -6.18
2026-04-24 13F-HR PEP / PepsiCo Kendall Capital Management 2,451
2026-04-24 13F-HR PEP / PepsiCo Greenfield Seitz Capital Management, LLC 2,683 2,683 0.00
2026-04-24 13F-HR KO / Coca-Cola Vision Financial Markets Llc 4,550 4,520 -0.66
2026-04-24 13F-HR CELH / Celsius Holdings Vision Financial Markets Llc 100 100 0.00
2026-04-24 13F-HR PEP / PepsiCo Vision Financial Markets Llc 548 549 0.18
2026-04-24 13F-HR DEO / Diageo plc - Depositary Receipt Vision Financial Markets Llc 2,821 2,271 -19.50
2026-04-24 13F-HR KDP / Keurig Dr Pepper Vision Financial Markets Llc 400
2026-04-24 13F-HR PEP / PepsiCo Old Peak Finance LLC 1,492 1,526 2.28
2026-04-24 13F-HR KO / Coca-Cola KC Investment Advisors, LLC 3,873 4,857 25.41
2026-04-24 13F-HR PEP / PepsiCo KC Investment Advisors, LLC 8,222 7,669 -6.73
2026-04-24 13F-HR KO / Coca-Cola Perryman Financial Advisory Inc /ad 15,050 15,361 2.07
2026-04-24 13F-HR PEP / PepsiCo Perryman Financial Advisory Inc /ad 55,125 54,750 -0.68
2026-04-24 13F-HR KO / Coca-Cola Zwj Investment Counsel Inc 1,315,648 1,299,553 -1.22
2026-04-24 13F-HR PEP / PepsiCo Zwj Investment Counsel Inc 7,477 7,292 -2.47
2026-04-24 13F-HR KO / Coca-Cola Saxony Capital Management, LLC 2,919 2,994 2.57
2026-04-24 13F-HR ABEV / Ambev S.A. - Depositary Receipt Yousif Capital Management, Llc 59,597 59,597 0.00
2026-04-24 13F-HR BUD / Anheuser-Busch InBev Yousif Capital Management, Llc 19,511 19,511 0.00
2026-04-24 13F-HR TAP / Molson Coors Beverage Yousif Capital Management, Llc 17,389 17,317 -0.41
2026-04-24 13F-HR MNST / Monster Beverage Yousif Capital Management, Llc 56,860 64,092 12.72