Position in PEP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$813,347
-$128,797 QoQ
Shares Held
6,007
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,953
of 3,394 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Canopy Partners, LLC holds $1,681,863 across 3 Beverages - Non-Alcoholic names. PEP ranks #1 (48.4% of the industry book) .
All Filings in PEP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $813,347 | 6,007 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $942,144 | 6,067 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $912,500 | 6,358 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $882,805 | 6,286 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $828,022 | 6,271 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,004,897 | 6,702 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,036,440 | 6,816 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,098,863 | 6,462 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,089,857 | 6,608 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,119,888 | 6,399 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,020,398 | 6,008 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||