Position in PEP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,369,029
-$296,145 QoQ
Shares Held
10,111
-5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,587
of 3,394 holders
Holding Since
Dec 2020
23 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, 2026Aaron Wealth Advisors LLC holds $9,307,926 across 6 Beverages - Non-Alcoholic names. PEP ranks #3 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
46,145 | $3,750,204 | |
| 2 | MNST |
Monster Beverage Corp
|
64,474 | $3,098,620 | |
| 3 | PEP |
Pepsico Inc
This page
|
10,111 | $1,369,029 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
15,118 | $494,812 | |
| 5 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
3,164 | $316,621 | |
| 6 | PRMB |
Primo Brands Corp
|
11,401 | $278,640 |
All Filings in PEP
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,369,029 | 10,111 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,665,174 | 10,723 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,552,025 | 10,814 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $895,024 | 6,373 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $811,385 | 6,145 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,049,130 | 6,997 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,161,890 | 7,641 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,117,738 | 6,573 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $958,903 | 5,814 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $990,031 | 5,657 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $808,268 | 4,759 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $919,550 | 5,427 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,033,342 | 5,579 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $991,529 | 5,439 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $837,539 | 4,636 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $536,962 | 3,289 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $470,814 | 2,825 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,995,000 | 501,303 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $490,730 | 2,825 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $441,603 | 2,936 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $444,213 | 2,998 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $434,675 | 3,073 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $480,788 | 3,242 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||