Position in PEP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$366,121
-$23,191 QoQ
Shares Held
2,704
+7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,589
of 3,394 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Werba Rubin Papier Wealth Management holds $1,482,990 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (24.7% 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 | $366,121 | 2,704 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $389,312 | 2,507 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $272,400 | 1,898 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $258,409 | 1,840 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $231,202 | 1,751 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $265,243 | 1,769 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $288,153 | 1,895 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $283,473 | 1,667 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $253,167 | 1,535 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $241,513 | 1,380 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $234,549 | 1,381 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $240,435 | 1,419 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $268,754 | 1,451 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $247,563 | 1,358 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $241,542 | 1,337 | Shares | Sole | 2023-03-28 | |
| No filing history on record for this holder in this stock. | ||||||