Position in PEP
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$83,271
-$11,145 QoQ
Shares Held
615
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#3,201
of 3,394 holders
Holding Since
Mar 2020
26 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, 2026Gleason Group, Inc. holds $1,367,845 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (6.1% 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 | $83,271 | 615 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $94,416 | 608 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $85,824 | 598 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $84,264 | 600 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $85,693 | 649 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $96,261 | 642 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $95,797 | 630 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $107,131 | 630 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $106,379 | 645 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $108,156 | 618 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $104,111 | 613 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $103,866 | 613 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $112,798 | 609 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $110,291 | 605 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $114,719 | 635 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $97,466 | 597 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $90,496 | 543 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $90,385 | 540 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $92,587 | 533 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $80,168 | 533 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $78,381 | 529 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $74,261 | 525 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $76,819 | 518 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $71,794 | 518 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $67,981 | 514 | Shares | Sole | 2020-08-27 | |
| 2020-03-31 | $61,251 | 510 | Shares | Sole | 2020-08-27 | |
| No filing history on record for this holder in this stock. | ||||||