Position in PEP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$15,300
-$1,781 QoQ
Shares Held
113
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#3,332
of 3,394 holders
Holding Since
Dec 2024
7 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, 2026IMG Wealth Management, Inc. holds $271,028 across 4 Beverages - Non-Alcoholic names. PEP ranks #2 (5.6% 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 | $15,300 | 113 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $17,081 | 110 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $22,676 | 158 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $11,796 | 84 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $11,091 | 84 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $72,421 | 483 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $73,444 | 483 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||