Position in PEP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$357,049
-$188,950 QoQ
Shares Held
2,637
-25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,610
of 3,394 holders
Holding Since
Sep 2024
8 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, 2026Net Worth Advisory Group holds $992,553 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (36.0% of the industry book) .
All Filings in PEP
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,049 | 2,637 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $545,999 | 3,516 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $566,760 | 3,949 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $546,873 | 3,894 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $655,578 | 4,965 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,547,080 | 10,318 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,407,011 | 9,253 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,867,829 | 10,984 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||