Position in PEP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$85,302
+$6,078 QoQ
Shares Held
630
+5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#3,197
of 3,394 holders
Holding Since
Dec 2024
3 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, 2026Financial Gravity Companies, Inc. holds $3,254,142 across 4 Beverages - Non-Alcoholic names. PEP ranks #2 (2.6% 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 | $85,302 | 630 | Shares | Sole | 2026-08-05 | |
| 2025-06-30 | $79,224 | 600 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $91,236 | 600 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||