Position in PEP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,062
-$596 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3,369
of 3,394 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Western Pacific Wealth Management, LP holds $746,208 across 4 Beverages - Non-Alcoholic names. PEP ranks #4 (0.5% of the industry book) .
All Filings in PEP
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,062 | 30 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,658 | 30 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $4,305 | 30 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $116,565 | 830 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $162,409 | 1,230 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $184,426 | 1,230 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $187,033 | 1,230 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $264,257 | 1,554 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $190,329 | 1,154 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $201,961 | 1,154 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $265,120 | 1,561 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $291,606 | 1,721 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $318,763 | 1,721 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $313,738 | 1,721 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $180,660 | 1,000 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $163,260 | 1,000 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $174,993 | 1,050 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $175,749 | 1,050 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $173,710 | 1,000 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||