Position in PEP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$346,894
-$75,028 QoQ
Shares Held
2,562
-5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,122
of 1,472 holders
Holding Since
Dec 2020
23 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, 2026SOA Wealth Advisors, LLC. holds $1,445,135 across 5 Beverages - Non-Alcoholic names. PEP ranks #3 (24.0% of the industry book) .
All Filings in PEP
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,894 | 2,562 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $421,922 | 2,717 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $399,846 | 2,786 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $391,265 | 2,786 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $515,484 | 3,904 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $691,973 | 4,615 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $701,908 | 4,616 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $833,585 | 4,902 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $803,209 | 4,870 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $811,346 | 4,636 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $770,394 | 4,536 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $803,315 | 4,741 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $880,535 | 4,754 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $870,664 | 4,776 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $837,359 | 4,635 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $734,343 | 4,498 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $720,637 | 4,324 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $718,394 | 4,292 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $753,380 | 4,337 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $652,177 | 4,336 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $635,501 | 4,289 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $607,386 | 4,294 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $636,651 | 4,293 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||