Position in PEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$387,379
-$451,963 QoQ
Shares Held
2,861
-47.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,540
of 3,394 holders
Holding Since
Mar 2023
5 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, 2026Caerus Investment Advisors, LLC holds $1,164,402 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (33.3% of the industry book) .
All Filings in PEP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,379 | 2,861 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $839,342 | 5,405 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $1,762,712 | 12,282 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,381,086 | 9,834 | Shares | Sole | 2025-11-20 | |
| 2023-03-31 | $275,090 | 1,509 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||