Position in PEP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$522,644
-$55,811 QoQ
Shares Held
3,860
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,284
of 3,394 holders
Holding Since
Mar 2023
14 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, 2026McAdam, LLC holds $2,424,163 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (21.6% of the industry book) .
All Filings in PEP
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $522,644 | 3,860 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $578,455 | 3,725 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $484,810 | 3,378 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $438,172 | 3,120 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $378,426 | 2,866 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $449,820 | 3,000 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $351,866 | 2,314 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $350,473 | 2,061 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $281,040 | 1,704 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $292,266 | 1,670 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $278,197 | 1,638 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $263,309 | 1,554 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $253,010 | 1,366 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $240,818 | 1,321 | Shares | Sole | 2023-04-24 | |
| No filing history on record for this holder in this stock. | ||||||