Position in PEP
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$326,043
+$99,475 QoQ
Shares Held
2,408
+65.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#2,682
of 3,394 holders
Holding Since
Mar 2023
14 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $588,427 across 9 Beverages - Non-Alcoholic names. PEP ranks #1 (55.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
This page
|
2,408 | $326,043 | |
| 2 | KO |
Coca Cola Co
|
1,111 | $90,290 | |
| 3 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
800 | $80,056 | |
| 4 | MNST |
Monster Beverage Corp
|
1,148 | $55,172 | |
| 5 | PRMB |
Primo Brands Corp
|
608 | $14,859 | |
| 6 | KDP |
Keurig Dr Pepper Inc.
|
218 | $7,135 | |
| 7 | COKE |
Coca-Cola Consolidated, Inc.
|
35 | $6,682 | |
| 8 | CELH |
Celsius Holdings, Inc.
|
160 | $4,684 |
All Filings in PEP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,043 | 2,408 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $226,568 | 1,459 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $202,937 | 1,414 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $197,037 | 1,403 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $179,046 | 1,356 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $299,130 | 1,995 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $309,137 | 2,033 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $386,523 | 2,273 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $374,720 | 2,272 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $416,698 | 2,381 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $421,882 | 2,484 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $222,474 | 1,313 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $243,193 | 1,313 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $239,359 | 1,313 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||