Position in PEP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$774,758
-$28,401 QoQ
Shares Held
5,722
+10.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,987
of 3,394 holders
Holding Since
Dec 2022
13 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, 2026RIA Advisory Group LLC holds $10,418,795 across 4 Beverages - Non-Alcoholic names. PEP ranks #2 (7.4% of the industry book) .
All Filings in PEP
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $774,758 | 5,722 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $803,159 | 5,172 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $691,335 | 4,817 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $935,470 | 6,661 | Shares | Sole | 2025-12-01 | |
| 2025-06-30 | $891,270 | 6,750 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,168,482 | 7,793 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $953,264 | 6,269 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,093,761 | 6,432 | Shares | Sole | 2024-11-06 | |
| 2024-03-31 | $1,310,299 | 7,487 | Shares | Sole | 2024-05-03 | |
| 2023-09-30 | $1,094,412 | 6,459 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,425,082 | 7,694 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,365,244 | 7,489 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,552,953 | 8,596 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||