Position in PEP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,550,303
-$385,306 QoQ
Shares Held
70,534
+10.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#606
of 3,394 holders
Holding Since
Dec 2023
11 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, 2026Plato Investment Management Ltd holds $26,416,321 across 5 Beverages - Non-Alcoholic names. PEP ranks #2 (36.2% 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 | $9,550,303 | 70,534 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $9,935,609 | 63,981 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $8,953,638 | 62,386 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $8,523,163 | 60,689 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $6,849,575 | 51,875 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $7,534,035 | 50,247 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $8,189,191 | 53,855 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $9,133,895 | 53,713 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $8,782,522 | 53,250 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $8,406,080 | 48,032 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $988,638 | 5,821 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||