Position in PEP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$252,385
-$50,274 QoQ
Shares Held
1,864
-4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,903
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, 2026AGH Wealth Advisors, LLC holds $1,392,545 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (18.1% 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 | $252,385 | 1,864 | Shares | Other | 2026-07-22 | |
| 2026-03-31 | $302,659 | 1,949 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $271,682 | 1,893 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $359,807 | 2,562 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $340,662 | 2,580 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $477,258 | 3,183 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $476,707 | 3,135 | Shares | Other | 2025-04-04 | |
| No filing history on record for this holder in this stock. | ||||||