Position in PEP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$521,019
-$64,579 QoQ
Shares Held
3,848
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,293
of 3,401 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, 2026JNBA Financial Advisors holds $1,290,134 across 4 Beverages - Non-Alcoholic names. PEP ranks #2 (40.4% of the industry book) .
All Filings in PEP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $521,019 | 3,848 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $585,598 | 3,771 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $538,917 | 3,755 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $544,485 | 3,877 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $511,919 | 3,877 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $581,317 | 3,877 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $630,440 | 4,146 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $708,768 | 4,168 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $664,338 | 4,028 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $707,565 | 4,043 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $701,439 | 4,130 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $719,103 | 4,244 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $784,221 | 4,234 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $770,582 | 4,227 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $773,044 | 4,279 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $736,629 | 4,512 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $753,469 | 4,521 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $735,132 | 4,392 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $685,112 | 3,944 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $600,587 | 3,993 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $591,642 | 3,993 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $545,289 | 3,855 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $488,203 | 3,292 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $471,794 | 3,404 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $450,213 | 3,404 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $422,872 | 3,521 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||