Position in PEP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,926
+$2,684 QoQ
Shares Held
29
+262.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,370
of 3,394 holders
Holding Since
Dec 2021
18 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, 2026Morton Brown Family Wealth, LLC holds $37,360 across 3 Beverages - Non-Alcoholic names. PEP ranks #3 (10.5% of the industry book) .
All Filings in PEP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,926 | 29 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,242 | 8 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,148 | 8 | Shares | Sole | 2026-01-28 | |
| 2025-06-30 | $33,802 | 256 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $38,384 | 256 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $35,429 | 233 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $39,621 | 233 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $38,428 | 233 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $40,777 | 233 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $46,366 | 273 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $42,529 | 251 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $46,490 | 251 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $45,757 | 251 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $45,345 | 251 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $40,978 | 251 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $47,498 | 285 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $42,012 | 251 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $45,512 | 262 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||