Position in PEP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$8,666,006
+$7,386,262 QoQ
Shares Held
64,003
+676.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#640
of 3,394 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Diversify Advisory Services, LLC holds $26,726,247 across 4 Beverages - Non-Alcoholic names. PEP ranks #2 (32.4% 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 | $8,666,006 | 64,003 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,279,744 | 8,241 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,916,182 | 20,319 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,808,659 | 19,999 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,462,017 | 18,646 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,664,184 | 11,099 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,294,790 | 8,515 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $3,305,942 | 19,441 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,907,521 | 23,692 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $4,278,819 | 24,449 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||