Position in PEP
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$366,663
-$56,191 QoQ
Shares Held
2,708
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#2,588
of 3,394 holders
Holding Since
Mar 2025
6 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, 2026GENESIS PRIVATE WEALTH, LLC holds $722,691 across 2 Beverages - Non-Alcoholic names. PEP ranks #1 (50.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
This page
|
2,708 | $366,663 | |
| 2 | MNST |
Monster Beverage Corp
|
7,408 | $356,028 |
All Filings in PEP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,663 | 2,708 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $422,854 | 2,723 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $292,063 | 2,035 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $260,235 | 1,853 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $291,016 | 2,204 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $302,129 | 2,015 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||