Position in PEP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,235,247
-$1,919,604 QoQ
Shares Held
23,894
-28.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,104
of 3,394 holders
Holding Since
Mar 2022
17 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, 2026WealthPlan Investment Management, LLC holds $10,354,071 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (31.2% of the industry book) .
All Filings in PEP
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,235,247 | 23,894 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,154,851 | 33,195 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $6,511,932 | 45,373 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $11,937,259 | 84,999 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $11,502,268 | 87,112 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $11,486,003 | 76,604 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $11,111,328 | 73,072 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $13,247,405 | 77,903 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $11,975,072 | 72,607 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $12,955,815 | 74,029 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $12,097,363 | 71,228 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $11,891,638 | 70,182 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $6,479,921 | 34,985 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $13,077,837 | 71,738 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $23,444,609 | 129,772 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $20,413,540 | 125,037 | Shares | Other | 2022-12-12 | |
| 2022-03-31 | $15,192,914 | 90,769 | Shares | Other | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||