Position in PEP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$8,666,006
-$1,028,903 QoQ
Shares Held
64,003
+2.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#641
of 3,394 holders
Holding Since
Jun 2024
9 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 WEALTH MANAGEMENT, 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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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,666,006 | 64,003 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $9,694,909 | 62,431 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,202,312 | 36,248 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $7,185,331 | 51,163 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,511,948 | 49,318 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,582,665 | 43,902 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $5,382,163 | 35,395 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $3,736,338 | 21,972 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,296,455 | 19,987 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||