Position in PEP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$27,486
-$3,416 QoQ
Shares Held
203
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#3,302
of 3,394 holders
Holding Since
Dec 2022
11 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, 2026Creative Capital Management Investments LLC holds $197,200 across 7 Beverages - Non-Alcoholic names. PEP ranks #2 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
1,957 | $159,045 | |
| 2 | PEP |
Pepsico Inc
This page
|
203 | $27,486 | |
| 3 | MNST |
Monster Beverage Corp
|
92 | $4,421 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
93 | $3,043 | |
| 5 | COKE |
Coca-Cola Consolidated, Inc.
|
13 | $2,481 | |
| 6 | FIZZ |
National Beverage Corp
|
19 | $592 | |
| 7 | COCO |
Vita Coco Company, Inc.
|
2 | $132 |
All Filings in PEP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,486 | 203 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $30,902 | 199 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $28,560 | 199 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $27,947 | 199 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $26,275 | 199 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $29,838 | 199 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $30,259 | 199 | Shares | Sole | 2025-01-31 | |
| 2024-06-30 | $0 | 0 | Shares | Sole | 2024-07-25 | |
| 2023-06-30 | $0 | 0 | Shares | Sole | 2024-04-22 | |
| 2023-03-31 | $45,210 | 248 | Shares | Sole | 2024-04-22 | |
| 2022-12-31 | $9,394 | 52 | Shares | Sole | 2023-01-13 | |
| No filing history on record for this holder in this stock. | ||||||