Position in PEP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$716,943
-$113,858 QoQ
Shares Held
5,295
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,036
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, 2026United Advisor Group, LLC holds $2,512,197 across 2 Beverages - Non-Alcoholic names. PEP ranks #2 (28.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
22,090 | $1,795,254 | |
| 2 | PEP |
Pepsico Inc
This page
|
5,295 | $716,943 |
All Filings in PEP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $716,943 | 5,295 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $830,801 | 5,350 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $647,418 | 4,511 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $586,196 | 4,174 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $483,134 | 3,659 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $451,019 | 3,008 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $476,556 | 3,134 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $446,381 | 2,625 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $344,868 | 2,091 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||