Position in PEP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$27,215
+$5,476 QoQ
Shares Held
201
+43.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#3,303
of 3,394 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Bare Financial Services, Inc holds $161,967 across 7 Beverages - Non-Alcoholic names. PEP ranks #2 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
1,096 | $89,070 | |
| 2 | PEP |
Pepsico Inc
This page
|
201 | $27,215 | |
| 3 | KDP |
Keurig Dr Pepper Inc.
|
567 | $18,557 | |
| 4 | MNST |
Monster Beverage Corp
|
316 | $15,186 | |
| 5 | COKE |
Coca-Cola Consolidated, Inc.
|
30 | $5,726 | |
| 6 | KOF |
Coca Cola Femsa Sab De CV
|
30 | $3,187 | |
| 7 | FIZZ |
National Beverage Corp
|
97 | $3,026 |
All Filings in PEP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,215 | 201 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $21,739 | 140 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $17,221 | 120 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $18,116 | 129 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,920 | 113 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,349 | 9 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||