Position in PEP
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$3,564,681
+$881,575 QoQ
Shares Held
22,955
+22.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Mar 31, 2026Anchor Investment Management, LLC holds $13,125,849 across 8 Beverages - Non-Alcoholic names. PEP ranks #2 (27.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
119,845 | $9,114,212 | |
| 2 | PEP |
Pepsico Inc
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|
22,955 | $3,564,681 | |
| 3 | MNST |
Monster Beverage Corp
|
6,570 | $238,031 | |
| 4 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
1,760 | $159,579 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
|
1,085 | $28,568 | |
| 6 | COKE |
Coca-Cola Consolidated, Inc.
|
75 | $14,380 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
95 | $3,370 | |
| 8 | FIZZ |
National Beverage Corp
|
90 | $3,028 |
All Filings in PEP
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,564,681 | 22,955 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,683,106 | 18,695 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $2,700,801 | 19,231 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,836,879 | 21,485 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $3,307,976 | 22,062 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $3,062,944 | 20,143 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,078,989 | 23,987 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $4,347,389 | 26,359 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $3,926,524 | 22,436 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,188,084 | 24,659 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $3,934,566 | 23,221 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $4,300,993 | 23,221 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $4,113,599 | 22,565 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $4,061,236 | 22,480 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $3,476,948 | 21,297 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $3,521,025 | 21,127 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $3,568,374 | 21,319 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $3,968,752 | 22,847 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $3,497,333 | 23,252 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $3,479,920 | 23,486 | Shares | Sole | 2024-01-02 | |
| 2021-03-31 | $3,356,325 | 23,728 | Shares | Sole | 2024-01-02 | |
| 2020-12-31 | $3,283,955 | 22,144 | Shares | Sole | 2024-01-02 | |
| 2020-09-30 | $3,056,130 | 22,050 | Shares | Sole | 2024-01-02 | |
| 2020-06-30 | $2,945,694 | 22,272 | Shares | Sole | 2024-01-02 | |
| 2020-03-31 | $2,778,393 | 23,134 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||