Position in PEP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$217,723
-$29,498 QoQ
Shares Held
1,608
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,052
of 3,410 holders
Holding Since
Dec 2025
3 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, 2026BARD ASSOCIATES INC holds $4,179,567 across 5 Beverages - Non-Alcoholic names. PEP ranks #4 (5.2% of the industry book) .
All Filings in PEP
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,723 | 1,608 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $247,221 | 1,592 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $23,106 | 161 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||