Position in PEP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$499,626
-$458,823 QoQ
Shares Held
3,690
-40.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#2,318
of 3,394 holders
Holding Since
Jun 2020
22 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, 2026Elevated Capital Advisors, LLC holds $651,240 across 3 Beverages - Non-Alcoholic names. PEP ranks #1 (76.7% of the industry book) .
All Filings in PEP
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $499,626 | 3,690 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $958,449 | 6,172 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,797,157 | 12,522 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,529,391 | 10,890 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,208,562 | 9,153 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,372,400 | 9,153 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,401,537 | 9,217 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,417,366 | 8,335 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $997,001 | 6,045 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,523,819 | 14,421 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,268,892 | 13,359 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $2,084,450 | 12,302 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $2,423,048 | 13,082 | Shares | Sole | 2023-08-18 | |
| 2023-03-31 | $2,318,673 | 12,719 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,290,226 | 12,677 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $1,590,478 | 9,742 | Shares | Sole | 2022-10-06 | |
| 2022-03-31 | $1,421,390 | 8,492 | Shares | Sole | 2022-04-20 | |
| 2021-09-30 | $1,108,371 | 7,369 | Shares | Sole | 2021-10-07 | |
| 2021-03-31 | $910,372 | 6,436 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $888,465 | 5,991 | Shares | Sole | 2021-02-25 | |
| 2020-09-30 | $871,101 | 6,285 | Shares | Sole | 2020-11-27 | |
| 2020-06-30 | $849,241 | 6,421 | Shares | Sole | 2020-09-11 | |
| No filing history on record for this holder in this stock. | ||||||