Position in PEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,310,388
-$1,024,978 QoQ
Shares Held
39,220
-3.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#874
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, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $14,005,688 across 4 Beverages - Non-Alcoholic names. PEP ranks #2 (37.9% 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 | $5,310,388 | 39,220 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,335,366 | 40,797 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,883,649 | 47,963 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,934,646 | 49,378 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,552,088 | 49,622 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,287,683 | 48,604 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,634,932 | 50,210 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $8,527,497 | 50,147 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,272,229 | 50,156 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,797,227 | 50,267 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $8,788,710 | 51,747 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $8,565,192 | 50,550 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $9,522,345 | 51,411 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $8,431,192 | 46,249 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,306,385 | 45,978 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $7,321,068 | 44,843 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,439,995 | 50,642 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $7,057,075 | 42,162 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $7,377,984 | 42,473 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,482,069 | 43,096 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,307,003 | 49,315 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $7,383,972 | 52,202 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,191,969 | 41,753 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,674,977 | 40,945 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,400,969 | 40,836 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $5,303,015 | 44,155 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||