Position in PEP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$928,844
-$82,404 QoQ
Shares Held
6,860
+5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,853
of 3,387 holders
Holding Since
Sep 2023
12 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, 2026Annis Gardner Whiting Capital Advisors, LLC holds $3,137,055 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (29.6% of the industry book) .
All Filings in PEP
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $928,844 | 6,860 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,011,248 | 6,512 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $897,143 | 6,251 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $602,768 | 4,292 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $633,792 | 4,800 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $709,815 | 4,734 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $769,119 | 5,058 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $835,965 | 4,916 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $818,217 | 4,961 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $916,702 | 5,238 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $859,220 | 5,059 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $783,998 | 4,627 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||