Position in PEP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$694,828
-$108,953 QoQ
Shares Held
6,285
+21.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,063
of 3,401 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, 2026Lester Murray Antman dba SimplyRich holds $2,847,651 across 3 Beverages - Non-Alcoholic names. PEP ranks #3 (24.4% of the industry book) .
All Filings in PEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $694,828 | 6,285 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $803,781 | 5,176 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $742,859 | 5,176 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $732,675 | 5,217 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $697,303 | 5,281 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $791,833 | 5,281 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $803,028 | 5,281 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $898,034 | 5,281 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $870,995 | 5,281 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $943,478 | 5,391 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $915,607 | 5,391 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $913,451 | 5,391 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $998,521 | 5,391 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $982,779 | 5,391 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $973,938 | 5,391 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $880,134 | 5,391 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $898,464 | 5,391 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $902,345 | 5,391 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $936,470 | 5,391 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $810,860 | 5,391 | Shares | Sole | 2021-10-04 | |
| 2021-06-30 | $798,784 | 5,391 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $762,556 | 5,391 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $799,485 | 5,391 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $747,192 | 5,391 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $713,013 | 5,391 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $647,459 | 5,391 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||