Position in PEP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,090,292
-$197,089 QoQ
Shares Held
44,980
+11.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#800
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, 2026Wealthspire Advisors, LLC holds $22,827,890 across 4 Beverages - Non-Alcoholic names. PEP ranks #2 (26.7% 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 | $6,090,292 | 44,980 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,287,381 | 40,488 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $6,701,809 | 46,696 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,207,515 | 37,080 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,302,816 | 78,028 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $10,780,386 | 71,898 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $5,446,637 | 35,819 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $5,611,650 | 33,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,032,014 | 30,510 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,365,106 | 30,656 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $5,209,162 | 30,671 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $5,152,162 | 30,407 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $4,951,301 | 26,732 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $4,743,081 | 26,018 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $5,520,066 | 30,555 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,338,961 | 26,577 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,471,487 | 26,830 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $4,146,337 | 24,772 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $5,095,261 | 29,332 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,242,915 | 28,209 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,215,585 | 21,702 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $7,081,694 | 50,065 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,469,304 | 36,880 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,709,353 | 12,333 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,328,419 | 10,044 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $5,573,480 | 46,407 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||