Position in PEP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$342,832
-$517,008 QoQ
Shares Held
2,532
-54.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,647
of 3,401 holders
Holding Since
Jun 2025
5 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, 2026BCS Private Wealth Management, Inc. holds $2,810,788 across 4 Beverages - Non-Alcoholic names. PEP ranks #4 (12.2% of the industry book) .
All Filings in PEP
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,832 | 2,532 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $859,840 | 5,537 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $363,392 | 2,532 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $355,594 | 2,532 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $334,325 | 2,532 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||