Position in PEP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,169,920
-$1,127,663 QoQ
Shares Held
16,026
-24.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,316
of 3,394 holders
Holding Since
Mar 2025
6 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, 2026VestGen Advisors, LLC holds $7,818,488 across 5 Beverages - Non-Alcoholic names. PEP ranks #3 (27.8% of the industry book) .
All Filings in PEP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,169,920 | 16,026 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,297,583 | 21,235 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,504,089 | 10,480 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,101,544 | 14,964 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,624,092 | 12,300 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,805,877 | 12,044 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||