Position in PEP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,083
-$2,178 QoQ
Shares Held
8
-61.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#3,389
of 3,394 holders
Holding Since
Dec 2024
5 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, 2026Park Square Financial Group, LLC holds $13,074 across 3 Beverages - Non-Alcoholic names. PEP ranks #3 (8.3% of the industry book) .
All Filings in PEP
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,083 | 8 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $3,261 | 21 | Shares | Sole | 2026-05-13 | |
| 2025-06-30 | $105,632 | 800 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $122,800 | 819 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $159,967 | 1,052 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||