Position in PEP
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$1,083
-$159 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3,391
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, 2026Copia Wealth Management holds $8,969 across 3 Beverages - Non-Alcoholic names. PEP ranks #3 (12.1% 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 | $1,083 | 8 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $1,242 | 8 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,148 | 8 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $17,695 | 126 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $6,337 | 48 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $7,197 | 48 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $7,298 | 48 | Shares | Sole | 2025-03-06 | |
| No filing history on record for this holder in this stock. | ||||||