Position in PEP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$58,222
-$35,728 QoQ
Shares Held
430
-28.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#3,242
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, 2026Lodestone Wealth Management LLC holds $636,791 across 3 Beverages - Non-Alcoholic names. PEP ranks #3 (9.1% 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 | $58,222 | 430 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $93,950 | 605 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $88,264 | 615 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||