Position in PEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,076,281
-$1,007,981 QoQ
Shares Held
37,491
-4.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#892
of 3,391 holders
Holding Since
Mar 2020
26 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, 2026IHT Wealth Management, LLC holds $14,251,635 across 6 Beverages - Non-Alcoholic names. PEP ranks #2 (35.6% 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 | $5,076,281 | 37,491 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,084,262 | 39,180 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,857,864 | 33,848 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,608,257 | 32,813 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,768,888 | 36,117 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,155,087 | 34,381 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,915,697 | 25,751 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,487,003 | 32,267 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,460,861 | 27,047 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,794,573 | 27,396 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,439,957 | 26,142 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,891,563 | 28,869 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,059,469 | 27,316 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $4,579,193 | 25,119 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,530,819 | 19,544 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,414,582 | 20,915 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $2,352,572 | 14,116 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,350,517 | 14,043 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,394,418 | 13,784 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,149,509 | 14,291 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,330,268 | 22,476 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,490,651 | 17,608 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $2,762,532 | 18,628 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $2,107,135 | 15,203 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $1,987,471 | 15,027 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,690,047 | 14,072 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||