Position in PEP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$402,679
-$66,296 QoQ
Shares Held
2,974
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#2,501
of 3,394 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026GILPIN WEALTH MANAGEMENT, LLC holds $403,102 across 3 Beverages - Non-Alcoholic names. PEP ranks #1 (99.9% of the industry book) .
All Filings in PEP
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $402,679 | 2,974 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $468,975 | 3,020 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $431,995 | 3,010 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||