Position in PEP
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$93,174
+$81,658 QoQ
Shares Held
600
+631.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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 Mar 31, 2026Financial Gravity Asset Management, Inc. holds $3,011,980 across 4 Beverages - Non-Alcoholic names. PEP ranks #2 (3.1% 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $93,174 | 600 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $11,516 | 82 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $89,964 | 600 | Shares | Sole | 2025-04-30 | |
| 2024-06-30 | $18,307 | 111 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $24,676 | 141 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $23,947 | 141 | Shares | Sole | 2024-06-26 | |
| 2023-09-30 | $299,897 | 2,258 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $54,824 | 296 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $24,741 | 282 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $32,699 | 181 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $59,222 | 815 | Shares | Sole | 2022-11-03 | |
| 2022-03-31 | $2,677 | 16 | Shares | Sole | 2022-05-13 | |
| 2020-03-31 | $720 | 6 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||