Position in PEP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$587,365
-$86,283 QoQ
Shares Held
4,338
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.95%
of 13F equity value
Holder Rank
#2,182
of 3,394 holders
Holding Since
Dec 2023
5 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, 2026Spectrum Investment Advisors, Inc. holds $835,931 across 2 Beverages - Non-Alcoholic names. PEP ranks #1 (70.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
This page
|
4,338 | $587,365 | |
| 2 | MNST |
Monster Beverage Corp
|
5,172 | $248,566 |
All Filings in PEP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $587,365 | 4,338 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $673,648 | 4,338 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $621,298 | 4,329 | Shares | Sole | 2026-01-28 | |
| 2024-03-31 | $788,770 | 4,507 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $762,921 | 4,492 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||