Position in PEP
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$2,453,582
+$61,822 QoQ
Shares Held
15,800
-5.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 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 Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $20,418,888 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (12.0% of the industry book) .
All Filings in PEP
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,453,582 | 15,800 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,391,760 | 16,665 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,076,405 | 14,785 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,834,563 | 13,894 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,083,416 | 13,895 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,670,835 | 10,988 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,541,503 | 9,065 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,548,527 | 9,389 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,830,954 | 10,462 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,107,374 | 12,408 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,147,313 | 12,673 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,265,796 | 12,233 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,028,452 | 11,127 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,988,163 | 11,005 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,834,879 | 11,239 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,859,592 | 11,158 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,829,965 | 10,933 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $7,797,494 | 44,888 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $6,714,151 | 44,639 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||