Position in PEP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,266,667
-$328,627 QoQ
Shares Held
9,355
-8.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,638
of 3,394 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 11%
None 1%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Gryphon Financial Partners LLC holds $3,820,973 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (33.2% 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 | $1,266,667 | 9,355 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,595,294 | 10,273 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,430,320 | 9,966 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,254,269 | 8,931 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,158,782 | 8,776 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,375,099 | 9,171 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,438,638 | 9,461 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,519,906 | 8,938 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,439,837 | 8,730 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,497,383 | 8,556 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,376,552 | 8,105 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $757,396 | 4,470 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $811,077 | 4,379 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $854,986 | 4,690 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $836,093 | 4,628 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $751,648 | 4,604 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $747,802 | 4,487 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $641,733 | 3,834 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $647,415 | 3,727 | Shares | Other | 2022-02-01 | |
| 2021-09-30 | $527,787 | 3,509 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $551,191 | 3,720 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $480,080 | 3,394 | Shares | Other | 2021-05-05 | |
| 2020-12-31 | $508,075 | 3,426 | Shares | Other | 2021-02-10 | |
| 2020-09-30 | $481,079 | 3,471 | Shares | Other | 2020-11-16 | |
| 2020-06-30 | $289,120 | 2,186 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $390,204 | 3,249 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||