Position in PEP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$80,156
-$11,775 QoQ
Shares Held
592
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3,203
of 3,394 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Acumen Wealth Advisors, LLC holds $3,441,746 across 5 Beverages - Non-Alcoholic names. PEP ranks #2 (2.3% of the industry book) .
All Filings in PEP
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,156 | 592 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $91,931 | 592 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $87,116 | 607 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||