Position in PEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,541,928
-$352,124 QoQ
Shares Held
26,159
+4.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,059
of 3,394 holders
Holding Since
Jun 2022
14 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, 2026WCG Wealth Advisors LLC holds $9,889,889 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (35.8% 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 | $3,541,928 | 26,159 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,894,052 | 25,076 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,482,656 | 24,266 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,253,500 | 16,046 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,248,113 | 17,026 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,958,616 | 19,732 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,062,640 | 20,141 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $3,344,883 | 19,670 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,096,890 | 18,777 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,653,326 | 15,161 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,506,007 | 20,643 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,969,774 | 17,527 | Shares | Sole | 2023-11-13 | |
| 2022-09-30 | $623,489 | 3,819 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $114,771 | 703 | Principal | Sole | 2022-11-14 | |
| 2022-06-30 | $5,759,936 | 34,561 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||