Position in PEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,917,927
+$700,183 QoQ
Shares Held
43,707
+30.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#818
of 3,394 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Mutual Advisors, LLC holds $11,822,731 across 3 Beverages - Non-Alcoholic names. PEP ranks #1 (50.1% 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 | $5,917,927 | 43,707 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,217,744 | 33,600 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,719,081 | 32,881 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,404,760 | 31,364 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $9,780,334 | 74,071 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $8,081,766 | 53,900 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $5,242,420 | 34,476 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,636,583 | 27,266 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $4,467,788 | 27,089 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,698,318 | 26,846 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $3,970,519 | 23,378 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $4,378,160 | 25,839 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,886,841 | 20,985 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,545,735 | 19,450 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $3,124,153 | 17,293 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $2,641,873 | 16,182 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,645,267 | 9,872 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,581,573 | 9,449 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,598,653 | 9,203 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,230,504 | 8,181 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,208,919 | 8,159 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,906,887 | 13,481 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,507,159 | 16,906 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,470,267 | 17,823 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,440,329 | 18,451 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,691,248 | 14,082 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||