Position in PEP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$699,341
-$62,822 QoQ
Shares Held
5,165
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#2,054
of 3,394 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 37%
None 63%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026BINGHAM PRIVATE WEALTH, LLC holds $1,715,920 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (40.8% of the industry book) .
All Filings in PEP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $699,341 | 5,165 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $762,163 | 4,908 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $567,908 | 3,957 | Shares | Defined | 2026-01-23 | |
| 2025-06-30 | $546,381 | 4,138 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $675,479 | 4,505 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $512,442 | 3,370 | Shares | Defined | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||