Position in PEP
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$159,501
+$28,126 QoQ
Shares Held
1,178
+39.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#3,133
of 3,394 holders
Holding Since
Dec 2021
19 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, 2026Beaird Harris Wealth Management, LLC holds $411,053 across 6 Beverages - Non-Alcoholic names. PEP ranks #2 (38.8% 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 | $159,501 | 1,178 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $131,375 | 846 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $120,413 | 839 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $129,485 | 922 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $119,232 | 903 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $117,103 | 781 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $148,258 | 975 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $141,141 | 830 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $148,601 | 901 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $157,684 | 901 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $102,073 | 601 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $102,341 | 604 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $103,352 | 558 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $102,088 | 560 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $159,522 | 883 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $90,772 | 556 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $84,829 | 509 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $95,406 | 570 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $442,613 | 2,548 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||