Position in PEP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$512,489
-$81,184 QoQ
Shares Held
3,785
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,304
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, 2026Pines Wealth Management, LLC holds $1,216,341 across 3 Beverages - Non-Alcoholic names. PEP ranks #1 (42.1% 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 | $512,489 | 3,785 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $593,673 | 3,823 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $555,422 | 3,870 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $571,309 | 4,068 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $553,511 | 4,192 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $622,700 | 4,153 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $529,472 | 3,482 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||