Position in PEP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$15,706
-$2,307 QoQ
Shares Held
116
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3,331
of 3,394 holders
Holding Since
Sep 2024
8 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, 2026Peterson Wealth Services holds $569,863 across 3 Beverages - Non-Alcoholic names. PEP ranks #3 (2.8% of the industry book) .
All Filings in PEP
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,706 | 116 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $18,013 | 116 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $16,648 | 116 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $16,258 | 33,461 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $15,316 | 116 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $17,393 | 116 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $17,638 | 116 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $19,725 | 116 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||