Position in PEP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,049,079
-$461,737 QoQ
Shares Held
7,748
-20.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,764
of 3,401 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, 2026Premier Path Wealth Partners, LLC holds $3,246,474 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (32.3% 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 | $1,049,079 | 7,748 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,510,816 | 9,729 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,288,092 | 8,975 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,115,655 | 7,944 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $965,212 | 7,310 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,303,278 | 8,692 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,309,692 | 8,613 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,537,592 | 9,042 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,648,310 | 9,994 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,660,494 | 9,488 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,677,849 | 9,879 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||