Position in PEP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$37,641
-$5,219 QoQ
Shares Held
278
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3,260
of 3,370 holders
Holding Since
Mar 2020
25 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, 2026Pacific Center for Financial Services holds $598,911 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (6.3% of the industry book) .
All Filings in PEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,641 | 278 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $42,860 | 276 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $39,180 | 273 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $38,340 | 273 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $35,782 | 271 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $40,333 | 269 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $40,447 | 266 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $45,233 | 266 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $43,706 | 265 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $45,852 | 262 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $44,328 | 261 | Shares | Sole | 2024-02-20 | |
| 2023-09-30 | $43,884 | 259 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $47,786 | 258 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $46,851 | 257 | Shares | Sole | 2023-05-16 | |
| 2022-09-30 | $63,834 | 391 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $64,997 | 390 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $65,110 | 389 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $67,399 | 388 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $46,627 | 310 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $45,784 | 309 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $43,566 | 308 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $45,528 | 307 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $21,205 | 153 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,248 | 17 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,041 | 17 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||