Position in PEP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$544,443
-$61,188 QoQ
Shares Held
4,021
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#2,241
of 3,387 holders
Holding Since
Dec 2023
10 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, 2026Unique Wealth Strategies, LLC holds $1,988,763 across 4 Beverages - Non-Alcoholic names. PEP ranks #3 (27.4% of the industry book) .
All Filings in PEP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $544,443 | 4,021 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $605,631 | 3,900 | Shares | Sole | 2026-07-15 | |
| 2025-12-31 | $544,514 | 3,794 | Shares | Sole | 2026-07-14 | |
| 2025-09-30 | $463,592 | 3,301 | Shares | Sole | 2026-07-14 | |
| 2025-06-30 | $400,081 | 3,030 | Shares | Sole | 2026-07-14 | |
| 2025-03-31 | $411,885 | 2,747 | Shares | Sole | 2026-07-14 | |
| 2024-12-31 | $412,690 | 2,714 | Shares | Sole | 2026-07-14 | |
| 2024-09-30 | $600,786 | 3,533 | Shares | Sole | 2026-07-14 | |
| 2024-06-30 | $125,511 | 761 | Shares | Sole | 2024-07-24 | |
| 2023-12-31 | $318,280 | 1,874 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||