Position in PEP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$251,573
-$30,278 QoQ
Shares Held
1,858
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,906
of 3,394 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Crewe Advisors LLC holds $436,191 across 5 Beverages - Non-Alcoholic names. PEP ranks #1 (57.7% of the industry book) .
All Filings in PEP
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,573 | 1,858 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $281,851 | 1,815 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $275,414 | 1,919 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $262,763 | 1,871 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $276,095 | 2,091 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $361,205 | 2,409 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $374,219 | 2,461 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $509,299 | 2,995 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $509,798 | 3,091 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $266,015 | 1,520 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $100,018 | 540 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $171,726 | 942 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $130,436 | 722 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $137,791 | 844 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $117,828 | 707 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $24,102 | 144 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $25,014 | 144 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $18,199 | 121 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $17,928 | 121 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $57,711 | 408 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $63,620 | 429 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $64,726 | 467 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||