Position in PEP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,029,040
-$151,164 QoQ
Shares Held
7,600
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,785
of 3,401 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Alpha Family Trust holds $2,947,026 across 4 Beverages - Non-Alcoholic names. PEP ranks #2 (34.9% of the industry book) .
All Filings in PEP
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,029,040 | 7,600 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $1,180,204 | 7,600 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,373,486 | 9,570 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $1,344,010 | 9,570 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,003,504 | 7,600 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,160,535 | 7,740 | Shares | Defined | 2025-05-13 | |
| 2024-09-30 | $1,100,223 | 6,470 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $1,476,123 | 8,950 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,278,448 | 7,305 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $1,326,450 | 7,810 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $981,057 | 5,790 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $1,480,833 | 7,995 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $1,457,488 | 7,995 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $1,636,779 | 9,060 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $377,946 | 2,315 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $307,487 | 1,845 | Shares | Defined | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||