Position in PEP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,792,753
+$224,122 QoQ
Shares Held
35,397
+20.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#917
of 3,394 holders
Holding Since
Jun 2024
9 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, 2026Savvy Advisors, Inc. holds $12,220,917 across 4 Beverages - Non-Alcoholic names. PEP ranks #2 (39.2% of the industry book) .
All Filings in PEP
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,792,753 | 35,397 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,568,631 | 29,420 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,017,985 | 27,996 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,895,170 | 20,615 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,816,078 | 13,754 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,687,874 | 11,257 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $943,532 | 6,205 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $551,132 | 3,241 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $285,163 | 1,729 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||