Position in PEP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$607,810
-$83,075 QoQ
Shares Held
4,489
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#2,157
of 3,394 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, 2026Trueblood Wealth Management, LLC holds $1,903,434 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (31.9% 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 | $607,810 | 4,489 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $690,885 | 4,449 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $650,002 | 4,529 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $669,758 | 4,769 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $674,856 | 5,111 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $770,691 | 5,140 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $814,433 | 5,356 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $956,531 | 5,625 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $922,618 | 5,594 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $964,655 | 5,512 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $890,471 | 5,243 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||