Position in PEP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$12,863
-$2,976 QoQ
Shares Held
95
-6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#3,344
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, 2026Valued Wealth Advisors LLC holds $72,476 across 4 Beverages - Non-Alcoholic names. PEP ranks #3 (17.7% 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 | $12,863 | 95 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $15,839 | 102 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $8,898 | 62 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $7,583 | 54 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $7,394 | 56 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $12,894 | 86 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $21,136 | 139 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $40,471 | 238 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $30,017 | 182 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $27,651 | 158 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $15,115 | 89 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||