Position in PEP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$703,944
-$79,649 QoQ
Shares Held
5,199
+3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#2,049
of 3,394 holders
Holding Since
Jun 2023
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, 2026Fortune Financial Advisors, LLC holds $4,109,483 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (17.1% of the industry book) .
All Filings in PEP
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $703,944 | 5,199 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $783,593 | 5,046 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $658,756 | 4,590 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $644,619 | 4,590 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $601,178 | 4,553 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $682,526 | 4,552 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $688,679 | 4,529 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $723,732 | 4,256 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $760,327 | 4,610 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $808,196 | 4,618 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $785,340 | 4,624 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $734,352 | 4,334 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $801,817 | 4,329 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||