Position in PEP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$492,991
-$124,907 QoQ
Shares Held
3,641
-8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,329
of 3,394 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $2,234,155 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (22.1% 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 | $492,991 | 3,641 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $617,898 | 3,979 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $543,652 | 3,788 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $471,877 | 3,360 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $348,452 | 2,639 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $398,539 | 2,658 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $338,029 | 2,223 | Shares | Other | 2025-01-15 | |
| 2024-09-30 | $570,007 | 3,352 | Shares | Other | 2024-10-18 | |
| 2024-06-30 | $467,411 | 2,834 | Shares | Other | 2024-07-23 | |
| 2024-03-31 | $373,120 | 2,132 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $232,510 | 1,369 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $249,076 | 1,470 | Shares | Sole | 2023-12-20 | |
| No filing history on record for this holder in this stock. | ||||||