Position in PEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,786,332
-$296,728 QoQ
Shares Held
13,193
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,421
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, 2026Prosperity Consulting Group, LLC holds $8,633,003 across 4 Beverages - Non-Alcoholic names. PEP ranks #2 (20.7% 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 | $1,786,332 | 13,193 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,083,060 | 13,414 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,054,919 | 14,318 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,246,759 | 15,998 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,829,678 | 13,857 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,019,841 | 13,471 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,062,845 | 13,566 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,630,163 | 15,467 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,117,730 | 6,777 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,078,761 | 6,164 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $851,917 | 5,016 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $845,675 | 4,991 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $524,543 | 2,832 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $528,852 | 2,901 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $558,781 | 3,093 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $396,885 | 2,431 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $468,481 | 2,811 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $485,234 | 2,899 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $513,660 | 2,957 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||