Position in PEP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$27,729,649
-$12,756,783 QoQ
Shares Held
204,798
-21.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#333
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, 2026Wealthfront Advisers LLC holds $83,672,084 across 7 Beverages - Non-Alcoholic names. PEP ranks #2 (33.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
501,901 | $40,789,494 | |
| 2 | PEP |
Pepsico Inc
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|
204,798 | $27,729,649 | |
| 3 | MNST |
Monster Beverage Corp
|
207,426 | $9,968,893 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
117,680 | $3,851,666 | |
| 5 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
4,816 | $481,937 | |
| 6 | CELH |
Celsius Holdings, Inc.
|
15,437 | $451,995 | |
| 7 | COKE |
Coca-Cola Consolidated, Inc.
|
2,087 | $398,450 |
All Filings in PEP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,729,649 | 204,798 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $40,486,432 | 260,715 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $34,618,459 | 241,210 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $29,535,795 | 210,309 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $19,726,511 | 149,398 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $16,357,104 | 109,091 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $16,749,256 | 110,149 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $15,840,157 | 93,150 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $15,752,959 | 95,513 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $17,542,127 | 100,235 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $17,071,127 | 100,513 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $22,249,335 | 131,311 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $27,927,471 | 150,780 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $27,768,482 | 152,323 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $27,401,424 | 151,674 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $24,019,137 | 147,122 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $20,492,846 | 122,962 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $16,678,412 | 99,644 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $17,869,895 | 102,872 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $13,189,452 | 87,690 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $11,750,621 | 79,305 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $10,218,913 | 72,244 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $10,019,889 | 67,565 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $8,651,827 | 62,423 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $8,512,518 | 64,362 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $8,354,996 | 69,567 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||