Position in PEP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,223,268
-$326,593 QoQ
Shares Held
16,420
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#1,298
of 3,394 holders
Holding Since
Mar 2020
25 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, 2026Peloton Wealth Strategists holds $5,585,065 across 2 Beverages - Non-Alcoholic names. PEP ranks #2 (39.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MNST |
Monster Beverage Corp
|
69,950 | $3,361,797 | |
| 2 | PEP |
Pepsico Inc
This page
|
16,420 | $2,223,268 |
All Filings in PEP
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,223,268 | 16,420 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,549,861 | 16,420 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,683,106 | 18,695 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,929,578 | 20,860 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,767,558 | 20,960 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,161,484 | 21,085 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $3,358,245 | 22,085 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,891,594 | 22,885 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $4,026,765 | 24,415 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $4,291,595 | 24,522 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $3,930,499 | 23,197 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,040,018 | 21,812 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,012,787 | 22,012 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,976,687 | 22,012 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,667,146 | 22,462 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,750,683 | 22,505 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,808,731 | 22,755 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $4,004,884 | 23,055 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,708,358 | 24,655 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,682,765 | 24,855 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,340,766 | 23,618 | Shares | Sole | 2021-06-23 | |
| 2020-12-31 | $3,402,446 | 22,943 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $3,159,109 | 22,793 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $2,555,924 | 19,325 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,113,760 | 17,600 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||