Position in PEP
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$3,723,906
-$427,461 QoQ
Shares Held
27,503
+2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,041
of 3,394 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, 2026Pure Financial Advisors, LLC holds $5,497,711 across 3 Beverages - Non-Alcoholic names. PEP ranks #1 (67.7% 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 | $3,723,906 | 27,503 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $4,151,367 | 26,733 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $3,916,517 | 27,289 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,990,883 | 28,417 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $3,619,480 | 27,412 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $891,843 | 5,948 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $959,802 | 6,312 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $868,105 | 5,105 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $847,575 | 5,139 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $884,850 | 5,056 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $744,069 | 4,381 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $680,640 | 4,017 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $645,306 | 3,484 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $608,335 | 3,337 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $585,157 | 3,239 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $549,859 | 3,368 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $402,650 | 2,416 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $460,295 | 2,750 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $428,368 | 2,466 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $337,520 | 2,244 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $319,602 | 2,157 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $305,107 | 2,157 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $328,336 | 2,214 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $298,544 | 2,154 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $348,108 | 2,632 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $327,752 | 2,729 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||