Position in PEP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$242,366
-$209,838 QoQ
Shares Held
1,790
-38.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,952
of 3,394 holders
Holding Since
Dec 2020
23 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, 2026Destiny Wealth Partners, LLC holds $548,103 across 2 Beverages - Non-Alcoholic names. PEP ranks #2 (44.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
3,762 | $305,737 | |
| 2 | PEP |
Pepsico Inc
This page
|
1,790 | $242,366 |
All Filings in PEP
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,366 | 1,790 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $452,204 | 2,912 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $434,004 | 3,024 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,029,003 | 7,327 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $938,936 | 7,111 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $894,392 | 5,965 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $925,893 | 6,089 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,045,127 | 6,146 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,006,897 | 6,105 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,089,962 | 6,228 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $1,077,125 | 6,342 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,137,111 | 6,711 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,262,459 | 6,816 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,341,181 | 7,357 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,374,461 | 7,608 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,251,877 | 7,668 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $536,145 | 3,217 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $313,335 | 1,872 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $394,321 | 2,270 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $342,633 | 2,278 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $344,939 | 2,328 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $314,019 | 2,220 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $611,885 | 4,126 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||