Position in PEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,040
-$7,954 QoQ
Shares Held
52
-48.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,360
of 3,394 holders
Holding Since
Mar 2025
2 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, 2026MARSHALL INVESTMENT MANAGEMENT, LLC holds $791,295 across 4 Beverages - Non-Alcoholic names. PEP ranks #3 (0.9% of the industry book) .
All Filings in PEP
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,040 | 52 | Shares | Sole | 2026-08-14 | |
| 2025-03-31 | $14,994 | 100 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||