Position in PEP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$67,564
-$9,925 QoQ
Shares Held
499
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#3,220
of 3,387 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Aspect Partners, LLC holds $306,851 across 5 Beverages - Non-Alcoholic names. PEP ranks #2 (22.0% 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 | $67,564 | 499 | Shares | Other | 2026-07-16 | |
| 2026-03-31 | $77,489 | 499 | Shares | Other | 2026-04-02 | |
| 2025-12-31 | $71,615 | 499 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $67,972 | 484 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $92,031 | 697 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $73,170 | 488 | Shares | Other | 2025-04-24 | |
| 2024-12-31 | $74,356 | 489 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $84,684 | 498 | Shares | Other | 2024-10-15 | |
| 2024-06-30 | $81,969 | 497 | Shares | Other | 2024-07-15 | |
| 2024-03-31 | $86,979 | 497 | Shares | Other | 2024-05-17 | |
| 2023-12-31 | $84,409 | 497 | Shares | Other | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||