Position in PEP
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$274,726
-$134,463 QoQ
Shares Held
2,029
-23.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#2,836
of 3,394 holders
Holding Since
Mar 2021
22 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, 2026KWB Wealth holds $537,710 across 2 Beverages - Non-Alcoholic names. PEP ranks #1 (51.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
This page
|
2,029 | $274,726 | |
| 2 | MNST |
Monster Beverage Corp
|
5,472 | $262,984 |
All Filings in PEP
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,726 | 2,029 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $409,189 | 2,635 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $662,918 | 4,619 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $522,717 | 3,722 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $514,295 | 3,895 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $598,860 | 3,994 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $635,762 | 4,181 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $732,745 | 4,309 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $948,842 | 5,753 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,022,758 | 5,844 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,098,864 | 6,470 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,095,599 | 6,466 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,197,632 | 6,466 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,141,744 | 6,263 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $894,989 | 4,954 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $663,488 | 4,064 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $649,307 | 3,896 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $577,628 | 3,451 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $599,473 | 3,451 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $215,086 | 1,430 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $209,660 | 1,415 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $200,151 | 1,415 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||