Position in PEP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,155,077
-$1,904,231 QoQ
Shares Held
52,844
-9.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#717
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, 2026Cornerstone Wealth Group, LLC holds $10,123,592 across 3 Beverages - Non-Alcoholic names. PEP ranks #1 (70.7% 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 | $7,155,077 | 52,844 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $9,059,308 | 58,338 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $8,232,020 | 57,358 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $11,664,525 | 83,057 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $10,612,186 | 80,371 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $11,741,951 | 78,311 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $10,981,925 | 72,221 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $12,325,734 | 72,483 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $11,445,152 | 69,394 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $7,076,529 | 40,435 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $6,089,783 | 35,856 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,760,755 | 28,097 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $5,303,219 | 28,632 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $5,274,668 | 28,934 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $5,250,521 | 29,063 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $4,699,602 | 28,786 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $4,864,638 | 29,189 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $4,453,647 | 26,608 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $4,115,884 | 23,694 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $3,440,779 | 22,876 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $3,278,261 | 22,125 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,988,131 | 21,125 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $3,188,894 | 21,503 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $3,102,283 | 22,383 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $2,952,043 | 22,320 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $2,586,833 | 21,539 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||