Position in PEP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,392,582
-$473,362 QoQ
Shares Held
25,056
+0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,079
of 3,394 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026PITTENGER & ANDERSON INC holds $9,795,178 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (34.6% of the industry book) .
All Filings in PEP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,392,582 | 25,056 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,865,944 | 24,895 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,563,027 | 24,826 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $577,770 | 4,114 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $563,150 | 4,265 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,814,873 | 12,104 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $12,903,507 | 84,858 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $15,551,752 | 91,454 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $15,409,080 | 93,428 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $17,048,249 | 97,413 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $16,812,461 | 98,990 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $16,773,373 | 98,993 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $18,128,777 | 97,877 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $17,484,210 | 95,909 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $16,981,859 | 93,999 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $14,978,451 | 91,746 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $14,986,733 | 89,924 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $14,489,417 | 86,566 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $14,745,199 | 84,884 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $12,190,429 | 81,048 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $11,764,549 | 79,399 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $10,738,884 | 75,920 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $10,251,089 | 69,124 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $9,523,067 | 68,709 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $8,230,407 | 62,229 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $7,377,983 | 61,432 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||