Position in PEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,084,483
+$1,604,793 QoQ
Shares Held
15,395
+398.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,341
of 3,401 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Family Manage LLC holds $2,325,692 across 2 Beverages - Non-Alcoholic names. PEP ranks #1 (89.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
This page
|
15,395 | $2,084,483 | |
| 2 | KO |
Coca Cola Co
|
2,968 | $241,209 |
All Filings in PEP
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,084,483 | 15,395 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $479,690 | 3,089 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $522,125 | 3,638 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $319,641 | 2,276 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $429,262 | 3,251 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $512,794 | 3,420 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $515,331 | 3,389 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $576,299 | 3,389 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $558,947 | 3,389 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $763,393 | 4,362 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $735,237 | 4,329 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $742,994 | 4,385 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $875,720 | 4,728 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $588,464 | 3,228 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $623,638 | 3,452 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $576,144 | 3,529 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $614,642 | 3,688 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $626,001 | 3,740 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,762,384 | 21,659 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,236,672 | 21,519 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,150,538 | 21,263 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,699,997 | 19,088 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||