Position in PEP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,490,818
-$773,222 QoQ
Shares Held
18,396
-12.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,235
of 3,394 holders
Holding Since
Dec 2023
11 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, 2026Frank, Rimerman Advisors LLC holds $10,045,353 across 5 Beverages - Non-Alcoholic names. PEP ranks #2 (24.8% of the industry book) .
All Filings in PEP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,490,818 | 18,396 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,264,040 | 21,019 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,981,197 | 20,772 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,505,590 | 17,841 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,777,786 | 13,464 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,485,755 | 9,909 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,504,633 | 9,895 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,937,889 | 11,396 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,991,529 | 12,075 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $13,300 | 76 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $12,907 | 76 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||