Position in PEP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$62,961
-$4,124 QoQ
Shares Held
465
+7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#3,231
of 3,391 holders
Holding Since
Jun 2025
5 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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $172,106 across 2 Beverages - Non-Alcoholic names. PEP ranks #2 (36.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
1,343 | $109,145 | |
| 2 | PEP |
Pepsico Inc
This page
|
465 | $62,961 |
All Filings in PEP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,961 | 465 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $67,085 | 432 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $33,296 | 232 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $22,049 | 157 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $26,804 | 203 | Shares | Sole | 2025-08-29 | |
| No filing history on record for this holder in this stock. | ||||||