Position in PEP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$94,373
-$13,864 QoQ
Shares Held
697
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#3,186
of 3,394 holders
Holding Since
Sep 2020
13 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, 2026LFA - Lugano Financial Advisors SA holds $399,475 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (23.6% of the industry book) .
All Filings in PEP
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,373 | 697 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $108,237 | 697 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $100,033 | 697 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $97,886 | 697 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $88,730 | 672 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $54,428 | 363 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $84,089 | 553 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $140,631 | 827 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $121,058 | 734 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $80,504 | 460 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $26,664 | 157 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $14,741 | 87 | Shares | Sole | 2023-10-23 | |
| 2020-09-30 | $23,562 | 170 | Shares | Sole | 2020-10-23 | |
| No filing history on record for this holder in this stock. | ||||||