Position in PEP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,029,717
-$125,795 QoQ
Shares Held
7,605
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,781
of 3,394 holders
Holding Since
Dec 2022
15 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, 2026CATALYST FINANCIAL PARTNERS LLC holds $3,754,853 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (27.4% of the industry book) .
All Filings in PEP
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,029,717 | 7,605 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,155,512 | 7,441 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,038,223 | 7,234 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $931,678 | 6,634 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $734,274 | 5,561 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $836,365 | 5,578 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $806,070 | 5,301 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,065,023 | 6,263 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $933,668 | 5,661 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $942,778 | 5,387 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $845,293 | 4,977 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $904,470 | 5,338 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $897,390 | 4,845 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $796,286 | 4,368 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $682,894 | 3,780 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||