Position in PEP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,760
-$22,620 QoQ
Shares Held
13
-91.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3,384
of 3,394 holders
Holding Since
Mar 2020
19 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, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $130,864 across 5 Beverages - Non-Alcoholic names. PEP ranks #2 (1.3% of the industry book) .
All Filings in PEP
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,760 | 13 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $24,380 | 157 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $138,927 | 968 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $33,424 | 238 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $4,093 | 31 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $11,245 | 75 | Shares | Sole | 2025-04-18 | |
| 2023-03-31 | $589,557 | 3,234 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $558,420 | 3,091 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $559,655 | 3,428 | Shares | Other | 2022-10-24 | |
| 2022-06-30 | $552,644 | 3,316 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $525,739 | 3,141 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $507,927 | 2,924 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $475,295 | 3,160 | Shares | Other | 2021-10-29 | |
| 2021-06-30 | $477,255 | 3,221 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $469,047 | 3,316 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $499,325 | 3,367 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $396,396 | 2,860 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $354,324 | 2,679 | Shares | Other | 2020-08-10 | |
| 2020-03-31 | $332,075 | 2,765 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||