Position in PEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,467,114
+$1,208,669 QoQ
Shares Held
32,992
+57.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#949
of 3,394 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Modern Wealth Management, LLC holds $11,348,967 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (39.4% 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 | $4,467,114 | 32,992 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $3,258,445 | 20,983 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $2,770,794 | 19,306 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $2,612,462 | 18,602 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $2,383,319 | 18,050 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $2,727,855 | 18,193 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $1,821,982 | 11,982 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $1,154,127 | 6,787 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $1,082,269 | 6,562 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $1,056,883 | 6,039 | Shares | Other | 2025-05-29 | |
| 2023-12-31 | $973,352 | 5,731 | Shares | Other | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||