Position in PEP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$13,086,544
-$2,261,697 QoQ
Shares Held
96,651
-2.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#512
of 3,394 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Moran Wealth Management, LLC holds $46,404,882 across 6 Beverages - Non-Alcoholic names. PEP ranks #2 (28.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MNST |
Monster Beverage Corp
|
313,098 | $15,047,489 | |
| 2 | PEP |
Pepsico Inc
This page
|
96,651 | $13,086,544 | |
| 3 | COCO |
Vita Coco Company, Inc.
|
71,645 | $4,738,599 | |
| 4 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
47,213 | $4,724,604 | |
| 5 | KO |
Coca Cola Co
|
54,310 | $4,413,773 | |
| 6 | CELH |
Celsius Holdings, Inc.
|
150,064 | $4,393,873 |
All Filings in PEP
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,086,544 | 96,651 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $15,348,241 | 98,836 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $12,625,741 | 87,972 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $12,469,386 | 88,788 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $11,497,514 | 87,076 | Shares | Sole | 2025-07-28 | |
| 2024-09-30 | $11,139,295 | 65,506 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $10,762,177 | 65,253 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $14,500,103 | 82,853 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,620,139 | 21,315 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,986,923 | 23,530 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,865,544 | 26,269 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $6,058,740 | 33,235 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,620,647 | 36,647 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||