Position in PEP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$306,681
+$37,719 QoQ
Shares Held
2,265
+30.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,739
of 3,394 holders
Holding Since
Dec 2024
7 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, 2026PKS Advisory Services, LLC holds $983,507 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (31.2% of the industry book) .
All Filings in PEP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,681 | 2,265 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $268,962 | 1,732 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $234,511 | 1,634 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $234,113 | 1,667 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $205,850 | 1,559 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $227,608 | 1,518 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $227,633 | 1,497 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||