Position in PEP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,089,286
+$422,491 QoQ
Shares Held
22,816
+32.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,132
of 3,394 holders
Holding Since
Dec 2023
11 quarters on record
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Simplicity Wealth,LLC holds $11,717,774 across 5 Beverages - Non-Alcoholic names. PEP ranks #2 (26.4% of the industry book) .
All Filings in PEP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,089,286 | 22,816 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,666,795 | 17,173 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,417,020 | 16,841 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,790,683 | 19,871 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $5,466,323 | 41,399 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,357,106 | 29,059 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,092,703 | 7,186 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,975,428 | 23,378 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $10,234,566 | 62,054 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $9,895,240 | 56,541 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $843,765 | 4,968 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||