Position in PEP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,318,312
-$1,475,868 QoQ
Shares Held
31,893
-14.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#966
of 3,394 holders
Holding Since
Dec 2023
11 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, 2026GC Wealth Management RIA, LLC holds $8,649,347 across 3 Beverages - Non-Alcoholic names. PEP ranks #1 (49.9% 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 | $4,318,312 | 31,893 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $5,794,180 | 37,312 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,458,352 | 38,032 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $8,720,199 | 62,092 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,841,378 | 36,666 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,620,201 | 17,475 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,480,402 | 16,312 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,249,421 | 13,228 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,878,057 | 11,387 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,688,846 | 9,650 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,101,752 | 6,487 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||