Position in PEP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$860,602
-$240,869 QoQ
Shares Held
6,356
-10.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,910
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, 2026EPG Wealth Management LLC holds $8,421,921 across 4 Beverages - Non-Alcoholic names. PEP ranks #3 (10.2% 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 | $860,602 | 6,356 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,101,471 | 7,093 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $652,441 | 4,546 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $755,848 | 5,382 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $774,678 | 5,867 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $956,767 | 6,381 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,337,770 | 15,374 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,750,898 | 16,177 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,031,340 | 0 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,965,019 | 16,942 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,740,556 | 22,024 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $3,592,636 | 21,203 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,304,880 | 17,843 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,271,008 | 17,943 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,768,072 | 15,322 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,454,450 | 15,034 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,360,905 | 14,166 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,359,053 | 14,094 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,198,473 | 12,656 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,836,205 | 12,208 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,730,329 | 11,678 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,584,805 | 11,204 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,454,971 | 9,811 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,271,377 | 9,173 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,133,864 | 8,573 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,166,651 | 9,714 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||