Position in PEP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$7,702,363
-$2,105,442 QoQ
Shares Held
56,886
-9.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#684
of 3,394 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026GREENLEAF TRUST holds $17,471,709 across 5 Beverages - Non-Alcoholic names. PEP ranks #2 (44.1% 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 | $7,702,363 | 56,886 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $9,807,805 | 63,158 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $9,226,326 | 64,286 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $9,363,555 | 66,673 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $10,142,256 | 76,812 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $13,409,433 | 89,432 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $13,840,957 | 91,023 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $16,207,805 | 95,312 | Shares | Defined | 2024-10-22 | |
| 2024-06-30 | $16,024,598 | 97,160 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $17,304,813 | 98,879 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $16,162,993 | 95,166 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $17,383,188 | 102,592 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $19,077,474 | 102,999 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $28,974,032 | 158,936 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $28,121,354 | 155,659 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $24,816,336 | 152,005 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $24,356,692 | 146,146 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $22,880,511 | 136,698 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $23,513,733 | 135,362 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $20,141,854 | 133,913 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $19,595,037 | 132,247 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $18,285,807 | 129,274 | Shares | Defined | 2021-04-30 | |
| 2020-12-31 | $18,693,215 | 126,050 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $16,692,568 | 120,437 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $15,985,604 | 120,865 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $14,424,970 | 120,108 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||