Position in PEP
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$411,345
-$61,202 QoQ
Shares Held
3,038
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#2,483
of 3,394 holders
Holding Since
Mar 2020
26 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, 2026HHM Wealth Advisors, LLC holds $1,398,130 across 4 Beverages - Non-Alcoholic names. PEP ranks #2 (29.4% of the industry book) .
All Filings in PEP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,345 | 3,038 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $472,547 | 3,043 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $348,610 | 2,429 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $424,831 | 3,025 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $380,935 | 2,885 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $459,865 | 3,067 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $447,056 | 2,940 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $340,440 | 2,002 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $307,264 | 1,863 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $345,819 | 1,976 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $335,603 | 1,976 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $363,109 | 2,143 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $381,553 | 2,060 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $377,361 | 2,070 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $339,098 | 1,877 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $306,439 | 1,877 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $385,317 | 2,312 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $370,746 | 2,215 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $297,738 | 1,714 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $253,140 | 1,683 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $261,964 | 1,768 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $286,577 | 2,026 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $282,659 | 1,906 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $234,372 | 1,691 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $216,377 | 1,636 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $186,275 | 1,551 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||