Position in PEP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$13,124,999
-$3,172,997 QoQ
Shares Held
96,935
-7.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#511
of 3,394 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Atria Investments, Inc holds $56,513,850 across 8 Beverages - Non-Alcoholic names. PEP ranks #3 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
295,654 | $24,027,800 | |
| 2 | MNST |
Monster Beverage Corp
|
335,376 | $16,118,170 | |
| 3 | PEP |
Pepsico Inc
This page
|
96,935 | $13,124,999 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
38,176 | $1,249,500 | |
| 5 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
8,267 | $827,278 | |
| 6 | COCO |
Vita Coco Company, Inc.
|
8,246 | $545,390 | |
| 7 | KOF |
Coca Cola Femsa Sab De CV
|
3,716 | $394,825 | |
| 8 | FIZZ |
National Beverage Corp
|
7,240 | $225,888 |
All Filings in PEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,124,999 | 96,935 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $16,297,996 | 104,952 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $14,329,754 | 99,845 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $13,648,661 | 97,185 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $14,143,596 | 107,116 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $18,172,578 | 121,199 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $15,439,107 | 101,533 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $19,094,404 | 112,287 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $19,010,326 | 115,263 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $21,019,576 | 120,105 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $18,549,754 | 109,219 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $18,669,746 | 110,185 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $19,885,033 | 107,359 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $19,687,488 | 107,995 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $19,436,125 | 107,584 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $16,956,510 | 103,862 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $17,912,116 | 107,477 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $18,342,337 | 109,585 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $17,184,261 | 98,925 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $14,726,492 | 97,909 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $13,804,998 | 93,170 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $12,311,383 | 87,037 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $13,538,158 | 91,289 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $10,370,329 | 74,822 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $8,375,364 | 63,325 | Shares | Sole | 2020-09-22 | |
| No filing history on record for this holder in this stock. | ||||||