Position in PEP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$310,607
-$65,971 QoQ
Shares Held
2,294
-5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,730
of 3,394 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, 2026LifeSteps Financial, Inc. holds $1,490,989 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (20.8% 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 | $310,607 | 2,294 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $376,578 | 2,425 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $347,892 | 2,424 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $340,426 | 2,424 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $341,323 | 2,585 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $465,263 | 3,103 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $562,165 | 3,697 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $643,129 | 3,782 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $623,600 | 3,781 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $700,740 | 4,004 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $697,023 | 4,104 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $614,220 | 3,625 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $671,237 | 3,624 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $665,212 | 3,649 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $578,292 | 3,201 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $495,657 | 3,036 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $450,648 | 2,704 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $403,218 | 2,409 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $352,631 | 2,030 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $342,934 | 2,280 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $337,679 | 2,279 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $315,292 | 2,229 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $330,412 | 2,228 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $322,660 | 2,328 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $321,127 | 2,428 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $279,472 | 2,327 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||