Position in PEP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,301
+$1,214 QoQ
Shares Held
17
+142.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3,379
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, 2026DecisionPoint Financial, LLC holds $14,900 across 8 Beverages - Non-Alcoholic names. PEP ranks #2 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
116 | $9,427 | |
| 2 | PEP |
Pepsico Inc
This page
|
17 | $2,301 | |
| 3 | MNST |
Monster Beverage Corp
|
32 | $1,537 | |
| 4 | COCO |
Vita Coco Company, Inc.
|
10 | $661 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
|
13 | $425 | |
| 6 | COKE |
Coca-Cola Consolidated, Inc.
|
2 | $381 | |
| 7 | KOF |
Coca Cola Femsa Sab De CV
|
1 | $106 | |
| 8 | FIZZ |
National Beverage Corp
|
2 | $62 |
All Filings in PEP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,301 | 17 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,087 | 7 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $10,907 | 76 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $280 | 2 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $39,876 | 302 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $44,982 | 300 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $45,618 | 300 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $51,015 | 300 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $49,479 | 300 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $52,503 | 300 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $50,952 | 300 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $55,406 | 327 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $60,566 | 327 | Shares | Sole | 2023-09-26 | |
| 2023-03-31 | $59,612 | 327 | Shares | Sole | 2023-09-26 | |
| 2022-12-31 | $59,075 | 327 | Shares | Sole | 2023-09-26 | |
| No filing history on record for this holder in this stock. | ||||||