Position in PEP
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$323,335
-$130,267 QoQ
Shares Held
2,388
-18.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#2,690
of 3,394 holders
Holding Since
Dec 2023
11 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, 2026Dogwood Wealth Management LLC holds $447,478 across 4 Beverages - Non-Alcoholic names. PEP ranks #1 (72.3% of the industry book) .
All Filings in PEP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,335 | 2,388 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $453,602 | 2,921 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $565,899 | 3,943 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $88,196 | 628 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $71,169 | 539 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $70,021 | 467 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $68,731 | 452 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $91,146 | 536 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $87,577 | 531 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $93,630 | 535 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $111,075 | 654 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||