Position in PEP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$884,568
+$53,146 QoQ
Shares Held
6,533
+22.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,896
of 3,394 holders
Holding Since
Mar 2024
9 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, 2026Triad Wealth Partners, LLC holds $3,093,285 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (28.6% of the industry book) .
All Filings in PEP
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $884,568 | 6,533 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $831,422 | 5,354 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $768,980 | 5,358 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $758,095 | 5,398 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $477,588 | 3,617 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $506,047 | 3,375 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $471,386 | 3,100 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 | $327,715 | 1,987 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $308,542 | 1,763 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||