Position in PEP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,224,557
-$1,759,495 QoQ
Shares Held
9,044
-52.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,654
of 3,394 holders
Holding Since
Dec 2022
15 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, 2026Gateway Wealth Partners, LLC holds $2,958,310 across 3 Beverages - Non-Alcoholic names. PEP ranks #1 (41.4% of the industry book) .
All Filings in PEP
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,224,557 | 9,044 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,984,052 | 19,216 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,051,427 | 7,326 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $889,546 | 6,334 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $832,380 | 6,304 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $926,779 | 6,181 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $952,807 | 6,266 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $987,990 | 5,810 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $974,901 | 5,911 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $210,012 | 1,200 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $213,149 | 1,255 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $723,000 | 4,267 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $788,851 | 4,259 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $729,200 | 4,000 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $709,813 | 3,929 | Shares | Sole | 2023-02-16 | |
| No filing history on record for this holder in this stock. | ||||||