Position in PEP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,206,471
-$20,336 QoQ
Shares Held
31,067
+5.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#984
of 3,394 holders
Holding Since
Mar 2020
24 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, 2026Global Retirement Partners, LLC holds $19,525,534 across 12 Beverages - Non-Alcoholic names. PEP ranks #2 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
147,333 | $11,973,752 | |
| 2 | PEP |
Pepsico Inc
This page
|
31,067 | $4,206,471 | |
| 3 | MNST |
Monster Beverage Corp
|
47,844 | $2,299,382 | |
| 4 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
4,870 | $487,340 | |
| 5 | CELH |
Celsius Holdings, Inc.
|
8,239 | $241,237 | |
| 6 | KDP |
Keurig Dr Pepper Inc.
|
5,863 | $191,895 | |
| 7 | KOF |
Coca Cola Femsa Sab De CV
|
484 | $51,425 | |
| 8 | COKE |
Coca-Cola Consolidated, Inc.
|
239 | $45,629 |
All Filings in PEP
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,206,471 | 31,067 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $4,226,807 | 29,451 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,777,903 | 19,780 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,645,289 | 20,034 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $3,459,669 | 22,752 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $4,282,539 | 25,184 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,506,382 | 27,323 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $6,632,003 | 37,895 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $6,288,665 | 37,027 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $6,089,165 | 35,937 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $6,323,966 | 34,143 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $3,770,328 | 20,682 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,403,815 | 18,841 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,248,710 | 19,899 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,267,869 | 19,608 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,144,568 | 18,787 | Shares | Sole | 2022-07-14 | |
| 2021-12-31 | $1,916,716 | 11,034 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,663,685 | 11,061 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,731,366 | 11,685 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,630,635 | 11,528 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,734,961 | 11,699 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,479,000 | 10,671 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,197,746 | 9,056 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $1,096,873 | 9,133 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||