Position in PEP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$42,131,605
-$283,529 QoQ
Shares Held
311,164
+13.9% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#269
of 3,394 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026IFM Investors Pty Ltd holds $145,059,378 across 5 Beverages - Non-Alcoholic names. PEP ranks #2 (29.0% 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 | $42,131,605 | 311,164 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $42,415,134 | 273,135 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $37,410,353 | 260,663 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $36,282,814 | 258,351 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $34,952,836 | 264,714 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $37,826,713 | 252,279 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $38,562,568 | 253,601 | Shares | Sole | 2025-04-29 | |
| 2024-09-30 | $47,164,897 | 277,359 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $45,480,437 | 275,756 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $48,062,821 | 274,629 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $46,738,099 | 275,189 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $46,480,611 | 274,319 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $49,221,288 | 265,745 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $45,634,794 | 250,328 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $43,422,353 | 240,354 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $38,330,019 | 234,779 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $38,626,121 | 231,766 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $37,015,752 | 221,148 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $31,010,709 | 178,520 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $26,827,660 | 181,060 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $21,047,760 | 148,800 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $19,837,794 | 133,768 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $15,960,483 | 115,155 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $13,555,195 | 102,489 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $16,717,799 | 139,199 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||