Position in PEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$118,881
-$13,426 QoQ
Shares Held
878
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3,158
of 3,394 holders
Holding Since
Dec 2020
9 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, 2026Morse Asset Management, Inc holds $1,102,999 across 4 Beverages - Non-Alcoholic names. PEP ranks #2 (10.8% of the industry book) .
All Filings in PEP
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $118,881 | 878 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $132,307 | 852 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $223,604 | 1,558 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $120,497 | 858 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $113,158 | 857 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $128,498 | 857 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $130,163 | 856 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $995,812 | 5,856 | Shares | Sole | 2024-11-20 | |
| 2020-12-31 | $711,840 | 4,800 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||