Position in PEP
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$793,066
+$150,132 QoQ
Shares Held
5,107
+11.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
10 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 Mar 31, 2026First Affirmative Financial Network holds $2,493,185 across 4 Beverages - Non-Alcoholic names. PEP ranks #2 (31.8% of the industry book) .
All Filings in PEP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $793,066 | 5,107 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $642,934 | 4,578 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $628,378 | 4,759 | Shares | Sole | 2025-11-20 | |
| 2025-03-31 | $653,288 | 4,357 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $975,921 | 6,418 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,086,279 | 6,388 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $303,801 | 1,842 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $285,091 | 1,629 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $287,369 | 1,692 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $237,554 | 1,402 | Shares | Sole | 2023-10-16 | |
| No filing history on record for this holder in this stock. | ||||||