Position in PEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$200,798
-$28,099 QoQ
Shares Held
1,483
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#3,109
of 3,401 holders
Holding Since
Sep 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, 2026Safe Harbor Fiduciary, LLC holds $2,502,894 across 3 Beverages - Non-Alcoholic names. PEP ranks #3 (8.0% 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 | $200,798 | 1,483 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $228,897 | 1,474 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $212,983 | 1,484 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $247,971 | 1,878 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $255,947 | 1,707 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $259,566 | 1,707 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $306,430 | 1,802 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||