Position in PEP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$416,355
-$61,161 QoQ
Shares Held
3,075
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,472
of 3,394 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $8,503,011 across 4 Beverages - Non-Alcoholic names. PEP ranks #4 (4.9% of the industry book) .
All Filings in PEP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $416,355 | 3,075 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $477,516 | 3,075 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $449,934 | 3,135 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $427,358 | 3,043 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $401,796 | 3,043 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $508,896 | 3,394 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $516,090 | 3,394 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $563,715 | 3,315 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $553,833 | 3,358 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $598,359 | 3,419 | Shares | Other | 2024-04-29 | |
| 2023-12-31 | $577,795 | 3,402 | Shares | Other | 2024-02-01 | |
| 2023-09-30 | $540,513 | 3,190 | Shares | Other | 2023-10-30 | |
| 2023-06-30 | $590,851 | 3,190 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $588,646 | 3,229 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $583,350 | 3,229 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $527,166 | 3,229 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $534,811 | 3,209 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $494,439 | 2,954 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $489,862 | 2,820 | Shares | Sole | 2022-03-03 | |
| 2021-09-30 | $433,030 | 2,879 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $208,771 | 1,409 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||