Position in PEP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$22,205
-$130,445 QoQ
Shares Held
164
-83.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,313
of 3,394 holders
Holding Since
Mar 2021
12 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, 2026Activest Wealth Management holds $65,641 across 6 Beverages - Non-Alcoholic names. PEP ranks #2 (33.8% of the industry book) .
All Filings in PEP
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,205 | 164 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $152,650 | 983 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $141,654 | 987 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $93,673 | 667 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $37,895 | 287 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $80,217 | 535 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,368 | 9 | Shares | Sole | 2025-01-28 | |
| 2024-06-30 | $0 | 0 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $7,875 | 45 | Shares | Sole | 2024-04-24 | |
| 2021-12-31 | $17,023 | 98 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $14,740 | 98 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $13,862 | 98 | Shares | Sole | 2021-09-20 | |
| No filing history on record for this holder in this stock. | ||||||