Position in PEP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$372,350
-$93,520 QoQ
Shares Held
2,750
-8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,574
of 3,394 holders
Holding Since
Dec 2024
7 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, 2026DSG Capital Advisors, LLC holds $579,008 across 2 Beverages - Non-Alcoholic names. PEP ranks #1 (64.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
This page
|
2,750 | $372,350 | |
| 2 | MNST |
Monster Beverage Corp
|
4,300 | $206,658 |
All Filings in PEP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,350 | 2,750 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $465,870 | 3,000 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $430,560 | 3,000 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $421,320 | 3,000 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $396,120 | 3,000 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $454,917 | 3,034 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $461,350 | 3,034 | Shares | Sole | 2025-03-19 | |
| No filing history on record for this holder in this stock. | ||||||