Position in PEP
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$53,076
-$7,176 QoQ
Shares Held
392
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#3,251
of 3,394 holders
Holding Since
Dec 2023
11 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, 2026BURKETT FINANCIAL SERVICES, LLC holds $522,849 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (10.2% of the industry book) .
All Filings in PEP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,076 | 392 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $60,252 | 388 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $54,537 | 380 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $53,507 | 381 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $49,779 | 377 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $55,927 | 373 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $55,806 | 367 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $73,291 | 431 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $86,423 | 524 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $98,880 | 565 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $95,280 | 561 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||