Position in PEP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,269,645
-$315,865 QoQ
Shares Held
9,377
-8.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,637
of 3,394 holders
Holding Since
Sep 2020
24 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, 2026Founders Financial Alliance, LLC holds $3,917,608 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (32.4% of the industry book) .
All Filings in PEP
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,269,645 | 9,377 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,585,510 | 10,210 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,471,654 | 10,254 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,379,963 | 9,826 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,251,739 | 9,480 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,363,554 | 9,094 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,365,498 | 8,980 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,522,627 | 8,954 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,477,937 | 8,961 | Shares | Sole | 2024-08-26 | |
| 2024-03-31 | $1,539,912 | 8,799 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,365,004 | 8,037 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,374,327 | 8,111 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,560,848 | 8,427 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,361,963 | 7,471 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,559,999 | 8,635 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,387,546 | 8,499 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,414,276 | 8,486 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,477,630 | 8,828 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,524,652 | 8,777 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,215,760 | 8,083 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,143,996 | 7,721 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,078,677 | 7,626 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $972,838 | 6,560 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $832,706 | 6,008 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||