Position in PEP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,301,586
-$448,957 QoQ
Shares Held
39,155
+5.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#877
of 3,401 holders
Holding Since
Mar 2020
26 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, 2026Arkadios Wealth Advisors holds $33,645,044 across 5 Beverages - Non-Alcoholic names. PEP ranks #3 (15.8% 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 | $5,301,586 | 39,155 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,750,543 | 37,031 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $4,609,862 | 32,120 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,671,803 | 26,145 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,053,688 | 23,127 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,340,662 | 22,280 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,035,627 | 13,387 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,612,818 | 15,365 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,182,353 | 13,232 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,311,349 | 7,493 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,292,312 | 7,609 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,252,331 | 7,391 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,005,003 | 5,426 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $933,011 | 5,118 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $888,847 | 4,920 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $809,769 | 4,960 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $732,304 | 4,394 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $627,507 | 3,749 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $598,952 | 3,448 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $486,726 | 3,236 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,177,506 | 7,947 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,056,348 | 7,468 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,079,179 | 7,277 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $511,572 | 3,691 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $555,359 | 4,199 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $500,096 | 4,164 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||