Position in PEP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$856,946
+$28,785 QoQ
Shares Held
6,329
+18.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,916
of 3,401 holders
Holding Since
Dec 2022
15 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, 2026Capital Advisors Wealth Management, LLC holds $2,488,635 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (34.4% of the industry book) .
All Filings in PEP
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $856,946 | 6,329 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $828,161 | 5,333 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $765,535 | 5,334 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $753,039 | 5,362 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $787,222 | 5,962 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $834,865 | 5,568 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $698,563 | 4,594 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $853,140 | 5,017 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $799,745 | 4,849 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $803,120 | 4,589 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $327,791 | 1,930 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $326,002 | 1,924 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $333,396 | 1,800 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $326,681 | 1,792 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $322,839 | 1,787 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||