Position in PEP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$85,166
-$28,040 QoQ
Shares Held
629
-13.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#3,198
of 3,394 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Fourth Dimension Wealth, LLC holds $303,725 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (28.0% 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 | $85,166 | 629 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $113,206 | 729 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $104,626 | 729 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $102,380 | 729 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $96,257 | 729 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $109,306 | 729 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $95,493 | 628 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||