Position in PEP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,265,719
-$176,303 QoQ
Shares Held
9,348
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#1,639
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, 2026Crews Bank & Trust holds $2,915,668 across 3 Beverages - Non-Alcoholic names. PEP ranks #1 (43.4% 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 | $1,265,719 | 9,348 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,442,022 | 9,286 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,333,013 | 9,288 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,335,303 | 9,508 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,109,003 | 8,399 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,347,810 | 8,989 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,414,158 | 9,300 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||