Position in PEP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,451,823
-$278,175 QoQ
Shares Held
18,108
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,245
of 3,394 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026ASPIRIANT, LLC holds $3,664,849 across 3 Beverages - Non-Alcoholic names. PEP ranks #1 (66.9% 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 | $2,451,823 | 18,108 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,729,998 | 17,580 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,383,436 | 16,607 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,401,664 | 17,101 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,474,693 | 18,742 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,840,313 | 18,943 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,745,139 | 18,053 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $3,127,049 | 18,389 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,073,305 | 18,634 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,430,896 | 19,604 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,361,643 | 19,793 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $3,355,589 | 19,804 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $3,650,130 | 19,707 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $3,682,277 | 20,199 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $3,676,611 | 20,351 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $3,298,994 | 20,207 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $3,354,365 | 20,127 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $3,532,554 | 21,105 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $3,688,905 | 21,236 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,905,018 | 19,314 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $2,948,286 | 19,898 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,788,120 | 19,711 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,903,120 | 19,576 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,761,189 | 19,922 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,716,620 | 20,540 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,570,500 | 21,403 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||