Position in PEP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,837,229
-$808,561 QoQ
Shares Held
43,111
+0.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#823
of 3,394 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026ALPINE WOODS CAPITAL INVESTORS, LLC holds $6,871,866 across 3 Beverages - Non-Alcoholic names. PEP ranks #1 (84.9% of the industry book) .
All Filings in PEP
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,837,229 | 43,111 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,645,790 | 42,796 | Shares | Sole | 2026-05-27 | |
| 2025-12-31 | $5,631,724 | 39,240 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,864,701 | 34,639 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,842,618 | 13,955 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,863,204 | 25,765 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,857,306 | 25,367 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,061,730 | 47,408 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,410,411 | 57,057 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $7,531,730 | 43,036 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $5,788,656 | 34,083 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,480,432 | 14,639 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,387,859 | 18,291 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $3,803,142 | 20,862 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $4,896,066 | 27,101 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $4,718,703 | 28,903 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $5,009,466 | 30,058 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,081,322 | 30,358 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $6,448,983 | 37,125 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $5,875,766 | 39,065 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,190,987 | 41,783 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $5,934,393 | 41,954 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $5,660,314 | 38,168 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $3,994,313 | 28,819 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,184,256 | 8,954 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||