Position in PEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,245,473
-$274,417 QoQ
Shares Held
16,584
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,292
of 3,391 holders
Holding Since
Mar 2020
25 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, 2026Western Wealth Management, LLC holds $8,237,392 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (27.3% of the industry book) .
All Filings in PEP
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,245,473 | 16,584 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,519,890 | 16,227 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $1,918,144 | 13,365 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,521,246 | 10,832 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,605,474 | 12,159 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,650,989 | 11,011 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,672,507 | 10,999 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $2,217,962 | 13,043 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,854,637 | 11,245 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $2,106,595 | 12,037 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,764,995 | 16,280 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,678,507 | 15,808 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,646,979 | 14,291 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $2,535,975 | 13,911 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $2,525,807 | 13,981 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $4,028,930 | 24,678 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,718,017 | 22,309 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $3,920,039 | 23,420 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,941,904 | 11,179 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $1,608,237 | 10,854 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $984,209 | 6,958 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $958,611 | 6,464 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,292,306 | 9,324 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,322,732 | 10,001 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,026,494 | 8,547 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||