Position in PEP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$339,312
+$113,210 QoQ
Shares Held
2,506
+72.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,652
of 3,394 holders
Holding Since
Mar 2021
6 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, 2026Johnson Financial Group, LLC holds $1,486,440 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (22.8% of the industry book) .
All Filings in PEP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,312 | 2,506 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $226,102 | 1,456 | Shares | Sole | 2026-05-14 | |
| 2021-12-31 | $485,172 | 2,793 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $450,778 | 2,997 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $500,073 | 3,375 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $355,746 | 2,515 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||