Position in PEP
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$398,076
-$295,138 QoQ
Shares Held
2,940
-34.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,514
of 3,391 holders
Holding Since
Mar 2020
26 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, 2026Gradient Investments LLC holds $59,494,033 across 6 Beverages - Non-Alcoholic names. PEP ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
563,140 | $45,766,387 | |
| 2 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
58,841 | $5,888,218 | |
| 3 | KOF |
Coca Cola Femsa Sab De CV
|
52,023 | $5,527,443 | |
| 4 | CELH |
Celsius Holdings, Inc.
|
55,849 | $1,635,258 | |
| 5 | PEP |
Pepsico Inc
This page
|
2,940 | $398,076 | |
| 6 | MNST |
Monster Beverage Corp
|
5,798 | $278,651 |
All Filings in PEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $398,076 | 2,940 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $693,214 | 4,464 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $509,352 | 3,549 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $543,081 | 3,867 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $11,948,695 | 90,493 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $13,471,659 | 89,847 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $13,727,976 | 90,280 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $649,591 | 3,820 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $796,776 | 4,831 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $650,687 | 3,718 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,356,681 | 7,988 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,273,341 | 7,515 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,228,564 | 6,633 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,202,815 | 6,598 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,007,540 | 5,577 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $1,063,475 | 6,514 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,087,456 | 6,525 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,040,601 | 6,217 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $1,078,912 | 6,211 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $979,018 | 6,509 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $946,658 | 6,389 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $1,036,404 | 7,327 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $966,026 | 6,514 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $902,840 | 6,514 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $805,727 | 6,092 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $548,496 | 4,567 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||