Position in PEP
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$227,201
-$93,783 QoQ
Shares Held
1,678
-18.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3,008
of 3,394 holders
Holding Since
Mar 2020
24 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, 2026Teamwork Financial Advisors, LLC holds $13,270,410 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (1.7% of the industry book) .
All Filings in PEP
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,201 | 1,678 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $320,984 | 2,067 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,957,038 | 13,636 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,309,254 | 16,443 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,698,166 | 12,861 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $1,428,628 | 9,528 | Shares | Sole | 2025-04-10 | |
| 2024-06-30 | $235,355 | 1,427 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $265,665 | 1,518 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $419,674 | 2,471 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $454,776 | 2,684 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $473,792 | 2,558 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $818,162 | 4,488 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $3,894,668 | 21,558 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $334,519 | 2,049 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $353,819 | 2,123 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $419,286 | 2,505 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $950,019 | 5,469 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $854,930 | 5,684 | Shares | Defined | 2021-10-13 | |
| 2021-06-30 | $726,477 | 4,903 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $708,240 | 5,007 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $752,919 | 5,077 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $762,022 | 5,498 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $1,458,034 | 11,024 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $1,437,476 | 11,969 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||