Position in PEP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$996,408
-$161,123 QoQ
Shares Held
7,359
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,805
of 3,394 holders
Holding Since
Mar 2020
26 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, 2026Truvestments Capital LLC holds $2,133,727 across 5 Beverages - Non-Alcoholic names. PEP ranks #2 (46.7% 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 | $996,408 | 7,359 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,157,531 | 7,454 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,138,974 | 7,936 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,130,682 | 8,051 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $410,908 | 3,112 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $478,008 | 3,188 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $430,938 | 2,834 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $464,576 | 2,732 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $428,488 | 2,598 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $452,750 | 2,587 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $437,168 | 2,574 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $481,887 | 2,844 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $524,728 | 2,833 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $386,293 | 2,119 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $392,212 | 2,171 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $341,866 | 2,094 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $380,318 | 2,282 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $363,214 | 2,170 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $382,683 | 2,203 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $330,149 | 2,195 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $323,306 | 2,182 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $477,251 | 3,374 | Shares | Other | 2021-05-18 | |
| 2020-12-31 | $472,186 | 3,184 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $439,084 | 3,168 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $436,854 | 3,303 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $449,894 | 3,746 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||