Position in PEP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$7,519,845
-$1,172,357 QoQ
Shares Held
55,538
-0.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#698
of 3,394 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Meridian Wealth Management, LLC holds $12,596,070 across 3 Beverages - Non-Alcoholic names. PEP ranks #1 (59.7% of the industry book) .
All Filings in PEP
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,519,845 | 55,538 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $8,692,202 | 55,974 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $8,063,240 | 56,182 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $7,746,389 | 55,158 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,418,799 | 56,186 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $8,290,332 | 55,291 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $8,213,825 | 54,017 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $9,589,289 | 56,391 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $10,112,952 | 57,785 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $9,385,018 | 55,258 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $13,854,092 | 81,764 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $7,585,314 | 40,953 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $7,754,677 | 42,538 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,363,159 | 40,757 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,164,207 | 37,757 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,204,545 | 43,229 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $3,607,875 | 21,555 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,090,126 | 17,789 | Shares | Other | 2022-01-27 | |
| 2021-09-30 | $2,610,816 | 17,358 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $2,508,814 | 16,932 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $2,163,053 | 15,292 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,775,582 | 18,716 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $2,018,986 | 14,567 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $705,210 | 5,332 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $599,178 | 4,989 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||