Position in PEP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$317,783
-$54,913 QoQ
Shares Held
2,347
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,709
of 3,394 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026BankPlus Trust Department holds $3,292,417 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (9.7% 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 | $317,783 | 2,347 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $372,696 | 2,400 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $390,661 | 2,722 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $382,277 | 2,722 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $343,832 | 2,604 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $391,793 | 2,613 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,036,288 | 6,815 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||