Position in PEP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$661,564
-$201,848 QoQ
Shares Held
4,886
-12.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#2,086
of 3,394 holders
Holding Since
Dec 2022
15 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, 2026Alliance Wealth Advisors, LLC /UT holds $2,010,383 across 4 Beverages - Non-Alcoholic names. PEP ranks #1 (32.9% 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 | $661,564 | 4,886 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $863,412 | 5,560 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $951,107 | 6,627 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,173,235 | 8,354 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $718,693 | 5,443 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $751,649 | 5,013 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $756,498 | 4,975 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $716,760 | 4,215 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $651,473 | 3,950 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $647,887 | 3,702 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $518,012 | 3,050 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $520,858 | 3,074 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $545,287 | 2,944 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $510,440 | 2,800 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $475,677 | 2,633 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||