Position in PEP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$441,133
-$11,847 QoQ
Shares Held
3,258
+11.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,414
of 3,394 holders
Holding Since
Dec 2024
7 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, 2026Root Financial Partners, LLC holds $1,867,295 across 3 Beverages - Non-Alcoholic names. PEP ranks #3 (23.6% of the industry book) .
All Filings in PEP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,133 | 3,258 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $452,980 | 2,917 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $407,022 | 2,836 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $425,392 | 3,029 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $512,315 | 3,880 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $564,823 | 3,767 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $451,466 | 2,969 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||