Position in PEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,103,490
-$1,653,468 QoQ
Shares Held
52,463
-7.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#721
of 3,394 holders
Holding Since
Sep 2023
12 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 Jun 30, 2026World Investment Advisors holds $23,188,794 across 5 Beverages - Non-Alcoholic names. PEP ranks #2 (30.6% of the industry book) .
All Filings in PEP
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,103,490 | 52,463 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,756,958 | 56,391 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,959,619 | 55,460 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $6,829,596 | 48,630 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $6,234,664 | 47,218 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $11,681,075 | 77,905 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $11,224,460 | 73,816 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $12,006,549 | 70,606 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $10,162,161 | 61,615 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,158,048 | 12,331 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,433,825 | 20,218 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $209,597 | 1,237 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||