Position in PEP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,348,854
-$301,568 QoQ
Shares Held
9,962
-6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,595
of 3,394 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, 2026Pinnacle Wealth Planning Services, Inc. holds $4,003,051 across 11 Beverages - Non-Alcoholic names. PEP ranks #2 (33.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
21,644 | $1,759,007 | |
| 2 | PEP |
Pepsico Inc
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|
9,962 | $1,348,854 | |
| 3 | MNST |
Monster Beverage Corp
|
13,032 | $626,317 | |
| 4 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
1,111 | $111,177 | |
| 5 | COCO |
Vita Coco Company, Inc.
|
700 | $46,298 | |
| 6 | KDP |
Keurig Dr Pepper Inc.
|
1,105 | $36,166 | |
| 7 | FIZZ |
National Beverage Corp
|
1,001 | $31,231 | |
| 8 | COKE |
Coca-Cola Consolidated, Inc.
|
130 | $24,819 |
All Filings in PEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,348,854 | 9,962 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,650,422 | 10,628 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,595,368 | 11,116 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,580,230 | 11,252 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,396,455 | 10,576 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,901,988 | 12,685 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,842,967 | 12,120 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $2,710,086 | 15,937 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,627,334 | 15,930 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,855,988 | 16,319 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,898,149 | 17,064 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,970,113 | 17,529 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,432,496 | 18,532 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,503,076 | 19,216 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,529,553 | 19,537 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,197,773 | 19,587 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,499,360 | 20,997 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,684,368 | 22,012 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $3,560,707 | 20,498 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,984,284 | 19,841 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,835,973 | 19,140 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,709,474 | 19,155 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $2,882,951 | 19,440 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,670,267 | 19,266 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,494,819 | 18,863 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $793,740 | 6,609 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||