Position in PEP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$390,358
+$148,261 QoQ
Shares Held
2,883
+84.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#2,535
of 3,394 holders
Holding Since
Dec 2023
7 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, 2026Mosley Wealth Management holds $580,374 across 6 Beverages - Non-Alcoholic names. PEP ranks #1 (67.3% of the industry book) .
All Filings in PEP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,358 | 2,883 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $242,097 | 1,559 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $257,331 | 1,793 | Shares | Sole | 2026-02-12 | |
| 2024-09-30 | $508,279 | 2,989 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $429,477 | 2,604 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $407,948 | 2,331 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $401,162 | 2,362 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||