Position in PEP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$148,398
+$90,786 QoQ
Shares Held
1,096
+195.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#3,139
of 3,394 holders
Holding Since
Mar 2020
14 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, 2026Lloyd Advisory Services, LLC. holds $539,846 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (27.5% of the industry book) .
All Filings in PEP
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $148,398 | 1,096 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $57,612 | 371 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $167,918 | 1,170 | Shares | Sole | 2026-02-06 | |
| 2024-03-31 | $1,716,848 | 9,810 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $300,786 | 1,771 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $901,420 | 5,320 | Shares | Other | 2023-11-13 | |
| 2022-03-31 | $107,625 | 643 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $61,667 | 355 | Shares | Other | 2022-01-26 | |
| 2021-09-30 | $142,588 | 948 | Shares | Other | 2021-10-21 | |
| 2021-06-30 | $2,072,453 | 13,987 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $141,874 | 1,003 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $151,710 | 1,023 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $151,489 | 1,093 | Shares | Other | 2020-10-28 | |
| 2020-03-31 | $149,524 | 1,245 | Shares | Other | 2020-06-03 | |
| No filing history on record for this holder in this stock. | ||||||