Position in PEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$391,441
-$55,328 QoQ
Shares Held
2,891
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#2,532
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, 2026Clifford Group, LLC holds $631,164 across 2 Beverages - Non-Alcoholic names. PEP ranks #1 (62.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
This page
|
2,891 | $391,441 | |
| 2 | MNST |
Monster Beverage Corp
|
4,988 | $239,723 |
All Filings in PEP
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,441 | 2,891 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $446,769 | 2,877 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $350,906 | 2,445 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $347,729 | 2,476 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $291,544 | 2,208 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $331,517 | 2,211 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $299,254 | 1,968 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $480,221 | 2,824 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $617,497 | 3,744 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $658,212 | 3,761 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $573,719 | 3,378 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $578,129 | 3,412 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $607,521 | 3,280 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||