Position in PEP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,701,571
-$221,850 QoQ
Shares Held
12,567
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,456
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, 2026Kovack Advisors, Inc. holds $6,227,453 across 4 Beverages - Non-Alcoholic names. PEP ranks #3 (27.3% of the industry book) .
All Filings in PEP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,701,571 | 12,567 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,923,421 | 12,386 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,924,029 | 13,406 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,412,545 | 10,058 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,763,922 | 13,359 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,039,433 | 20,271 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,089,760 | 13,743 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,164,396 | 12,728 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,006,043 | 12,163 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,321,682 | 13,266 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,082,408 | 12,261 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,725,915 | 10,186 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,315,805 | 12,503 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,082,048 | 11,421 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,044,348 | 11,316 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $1,857,082 | 11,375 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,411,903 | 14,472 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,541,832 | 15,186 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,615,204 | 15,055 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $2,207,567 | 14,677 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,622,165 | 10,948 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,571,226 | 11,108 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,120,245 | 14,297 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $2,034,370 | 14,678 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,902,560 | 14,385 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,897,459 | 15,799 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||