Position in PEP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$652,898
-$717,536 QoQ
Shares Held
4,822
-45.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#2,100
of 3,394 holders
Holding Since
Jun 2022
7 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, 2026JACKSON THORNTON WEALTH MANAGEMENT, LLC holds $2,652,012 across 4 Beverages - Non-Alcoholic names. PEP ranks #2 (24.6% of the industry book) .
All Filings in PEP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $652,898 | 4,822 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,370,434 | 8,825 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $1,153,038 | 8,034 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,317,466 | 9,381 | Shares | Other | 2025-10-29 | |
| 2025-06-30 | $547,701 | 4,148 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $229,707 | 1,532 | Shares | Other | 2025-04-29 | |
| 2022-06-30 | $201,991 | 1,212 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||