Position in PEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,830,130
+$873,011 QoQ
Shares Held
20,902
+65.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,176
of 3,394 holders
Holding Since
Dec 2021
19 quarters on record
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $8,594,337 across 7 Beverages - Non-Alcoholic names. PEP ranks #2 (32.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
60,012 | $4,877,175 | |
| 2 | PEP |
Pepsico Inc
This page
|
20,902 | $2,830,130 | |
| 3 | COKE |
Coca-Cola Consolidated, Inc.
|
2,695 | $514,529 | |
| 4 | MNST |
Monster Beverage Corp
|
3,454 | $165,999 | |
| 5 | COCO |
Vita Coco Company, Inc.
|
1,663 | $109,990 | |
| 6 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
850 | $85,059 | |
| 7 | KDP |
Keurig Dr Pepper Inc.
|
350 | $11,455 |
All Filings in PEP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,830,130 | 20,902 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,957,119 | 12,603 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,764,004 | 12,291 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $835,056 | 5,946 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,918,409 | 14,529 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,282,986 | 15,226 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,288,959 | 15,053 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,725,221 | 16,026 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,580,824 | 15,648 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,693,928 | 15,393 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,836,837 | 16,703 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,799,487 | 16,522 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,204,115 | 6,501 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,818,358 | 15,460 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $3,423,868 | 18,952 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,570,691 | 15,746 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,537,731 | 15,227 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,763,443 | 16,510 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,798,989 | 16,113 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||