Position in PEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$744,699
+$103,042 QoQ
Shares Held
5,500
+33.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#2,014
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, 2026Prestige Wealth Management Group LLC holds $2,017,294 across 5 Beverages - Non-Alcoholic names. PEP ranks #2 (36.9% of the industry book) .
All Filings in PEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $744,699 | 5,500 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $641,657 | 4,132 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $563,315 | 3,925 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $598,133 | 4,259 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $555,492 | 4,207 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $652,688 | 4,353 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $647,166 | 4,256 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $712,678 | 4,191 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $659,225 | 3,997 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $673,087 | 3,846 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $663,224 | 3,905 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $717,917 | 4,237 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $761,439 | 4,111 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $2,068,375 | 11,346 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $770,152 | 4,263 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,678,965 | 10,284 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,550,103 | 9,301 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,443,651 | 8,625 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $543,711 | 3,130 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $455,892 | 3,031 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $378,425 | 2,554 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $316,847 | 2,240 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $322,848 | 2,177 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $256,271 | 1,849 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $176,434 | 1,334 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $164,296 | 1,368 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||