Position in PEP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$7,938,907
-$795,223 QoQ
Shares Held
58,633
+4.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#676
of 3,394 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $8,953,583 across 5 Beverages - Non-Alcoholic names. PEP ranks #1 (88.7% 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 | $7,938,907 | 58,633 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $8,734,130 | 56,244 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $8,046,879 | 56,068 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $7,941,600 | 56,548 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $7,500,927 | 56,808 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $9,668,280 | 64,481 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $10,000,681 | 65,768 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $11,310,535 | 66,513 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $10,748,652 | 65,171 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $10,958,776 | 62,618 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $10,333,235 | 60,841 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $10,202,490 | 60,213 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $11,101,716 | 59,938 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,276,980 | 56,374 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $10,009,105 | 55,403 | Shares | Sole | 2023-02-16 | |
| 2022-06-30 | $8,343,332 | 50,062 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $7,945,528 | 47,470 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $7,605,544 | 43,783 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,197,794 | 41,206 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,963,546 | 40,248 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,489,957 | 38,812 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,750,332 | 38,775 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,157,167 | 37,209 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,869,416 | 36,817 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $4,294,415 | 35,757 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||