Position in PEP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,602,323
-$451,853 QoQ
Shares Held
11,834
-10.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,498
of 3,401 holders
Holding Since
Dec 2024
7 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, 2026NATURAL INVESTMENTS, LLC holds $2,150,001 across 2 Beverages - Non-Alcoholic names. PEP ranks #1 (74.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
This page
|
11,834 | $1,602,323 | |
| 2 | KO |
Coca Cola Co
|
6,739 | $547,678 |
All Filings in PEP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,602,323 | 11,834 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,054,176 | 13,228 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,905,945 | 13,280 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,853,246 | 13,196 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,794,027 | 13,587 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,943,222 | 12,960 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,003,846 | 13,178 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||