Position in PEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,044,611
+$366,926 QoQ
Shares Held
7,715
+76.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,765
of 3,394 holders
Holding Since
Jun 2023
13 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, 2026ELEVATUS WELATH MANAGEMENT holds $2,039,243 across 3 Beverages - Non-Alcoholic names. PEP ranks #1 (51.2% of the industry book) .
All Filings in PEP
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,044,611 | 7,715 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $677,685 | 4,364 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $608,381 | 4,239 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $398,006 | 2,834 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $331,684 | 2,512 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $398,690 | 2,659 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $406,912 | 2,676 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $473,079 | 2,782 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $456,361 | 2,767 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $497,378 | 2,842 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $474,532 | 2,794 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $475,956 | 2,809 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $498,982 | 2,694 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||