Position in PEP
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$753,906
-$110,747 QoQ
Shares Held
5,568
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#2,007
of 3,401 holders
Holding Since
Dec 2022
15 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, 2026General Partner, Inc. holds $1,375,392 across 3 Beverages - Non-Alcoholic names. PEP ranks #1 (54.8% of the industry book) .
All Filings in PEP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $753,906 | 5,568 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $864,653 | 5,568 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $799,117 | 5,568 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $781,969 | 5,568 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $735,197 | 5,568 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $834,864 | 5,568 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $846,669 | 5,568 | Shares | Sole | 2025-01-03 | |
| 2024-09-30 | $946,837 | 5,568 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $918,329 | 5,568 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $970,079 | 5,543 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $675,112 | 3,975 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $673,522 | 3,975 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $736,247 | 3,975 | Shares | Sole | 2023-07-03 | |
| 2023-03-31 | $724,641 | 3,975 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $710,173 | 3,931 | Shares | Sole | 2023-01-05 | |
| No filing history on record for this holder in this stock. | ||||||