Position in PEP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$423,395
-$43,096 QoQ
Shares Held
3,127
+4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,456
of 3,394 holders
Holding Since
Jun 2021
20 quarters on record
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $1,387,356 across 5 Beverages - Non-Alcoholic names. PEP ranks #2 (30.5% of the industry book) .
All Filings in PEP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $423,395 | 3,127 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $466,491 | 3,004 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $423,671 | 2,952 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $347,308 | 2,473 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $316,367 | 2,396 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $413,084 | 2,755 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $347,000 | 2,282 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $461,175 | 2,712 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $447,125 | 2,711 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $473,927 | 2,708 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $459,587 | 2,706 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $458,504 | 2,706 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $357,845 | 1,932 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $352,021 | 1,931 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $353,190 | 1,955 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $280,154 | 1,716 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $285,821 | 1,715 | Shares | Sole | 2022-08-01 | |
| 2021-12-31 | $301,907 | 1,738 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $261,262 | 1,737 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $257,223 | 1,736 | Shares | Sole | 2021-07-15 | |
| No filing history on record for this holder in this stock. | ||||||