Position in PEP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$48,473
-$56,813 QoQ
Shares Held
358
-47.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#3,261
of 3,394 holders
Holding Since
Dec 2024
7 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, 2026Sherman Asset Management, Inc. holds $268,610 across 4 Beverages - Non-Alcoholic names. PEP ranks #2 (18.0% of the industry book) .
All Filings in PEP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,473 | 358 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $105,286 | 678 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $93,288 | 650 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $91,286 | 650 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $105,764 | 801 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $181,277 | 1,209 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $184,752 | 1,215 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||