Position in PEP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,918,076
-$332,697 QoQ
Shares Held
14,166
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#1,380
of 3,394 holders
Holding Since
Mar 2020
25 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, 2026Aries Wealth Management holds $3,837,951 across 3 Beverages - Non-Alcoholic names. PEP ranks #1 (50.0% of the industry book) .
All Filings in PEP
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,918,076 | 14,166 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,250,773 | 14,494 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,207,194 | 15,379 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,149,012 | 15,302 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,020,476 | 15,302 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,337,864 | 15,592 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,234,977 | 14,698 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,489,191 | 14,638 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,674,339 | 16,215 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,836,737 | 16,209 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,721,516 | 16,024 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,725,103 | 16,083 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,910,361 | 15,713 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,883,621 | 15,818 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $2,915,310 | 16,137 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,592,568 | 15,880 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $2,621,895 | 15,732 | Shares | Sole | 2022-07-27 | |
| 2021-12-31 | $2,822,613 | 16,249 | Shares | Sole | 2022-06-06 | |
| 2021-09-30 | $2,402,047 | 15,970 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $2,374,720 | 16,027 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $2,245,094 | 15,872 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $2,231,915 | 15,050 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $2,085,930 | 15,050 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $1,975,303 | 14,935 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $1,721,513 | 14,334 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||