Position in PEP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,002,501
-$185,312 QoQ
Shares Held
7,404
-3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,803
of 3,394 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $2,682,071 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (37.4% 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 | $1,002,501 | 7,404 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,187,813 | 7,649 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,207,433 | 8,413 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,352,437 | 9,630 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,334,396 | 10,106 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,518,892 | 10,130 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,551,012 | 10,200 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,903,369 | 11,193 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,847,875 | 11,204 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,954,161 | 11,166 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,882,336 | 11,083 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,204,075 | 13,008 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,387,856 | 12,892 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,466,519 | 13,530 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,420,302 | 13,397 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,245,478 | 13,754 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,315,074 | 13,891 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,168,742 | 12,957 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,306,173 | 13,276 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,997,745 | 13,282 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,090,234 | 14,107 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,065,452 | 14,602 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,070,416 | 13,961 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,937,350 | 13,978 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,828,097 | 13,822 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,660,022 | 13,822 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||