Position in PEP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,312,432
-$178,195 QoQ
Shares Held
9,693
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#1,614
of 3,394 holders
Holding Since
Sep 2024
8 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, 2026MCCARTER PRIVATE WEALTH SERVICES LLC holds $1,609,635 across 2 Beverages - Non-Alcoholic names. PEP ranks #1 (81.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
This page
|
9,693 | $1,312,432 | |
| 2 | MNST |
Monster Beverage Corp
|
6,184 | $297,203 |
All Filings in PEP
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,312,432 | 9,693 | Shares | Other | 2026-08-05 | |
| 2026-03-31 | $1,490,627 | 9,599 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,234,702 | 8,603 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $982,237 | 6,994 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $841,887 | 6,376 | Shares | Other | 2025-08-04 | |
| 2025-03-31 | $1,108,955 | 7,396 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $1,034,463 | 6,803 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,182,527 | 6,954 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||