Position in PEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,301
-$338 QoQ
Shares Held
17
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3,380
of 3,394 holders
Holding Since
Mar 2020
17 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, 2026CBIZ Investment Advisory Services, LLC holds $63,769 across 3 Beverages - Non-Alcoholic names. PEP ranks #3 (3.6% of the industry book) .
All Filings in PEP
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,301 | 17 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,639 | 17 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $71,760 | 500 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $62,636 | 446 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $51,627 | 391 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $77,518 | 517 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $64,321 | 423 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $69,890 | 411 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $67,786 | 411 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $71,929 | 411 | Shares | Sole | 2024-05-13 | |
| 2021-09-30 | $7,520 | 50 | Principal | Sole | 2021-11-12 | |
| 2021-06-30 | $7,408 | 50 | Principal | Sole | 2021-08-16 | |
| 2021-03-31 | $7,072 | 50 | Principal | Sole | 2021-05-17 | |
| 2020-12-31 | $7,415 | 50 | Principal | Sole | 2021-02-16 | |
| 2020-09-30 | $6,930 | 50 | Principal | Sole | 2020-11-13 | |
| 2020-06-30 | $6,613 | 50 | Principal | Sole | 2020-08-14 | |
| 2020-03-31 | $6,845 | 57 | Principal | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||