Position in PEP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,592,924
-$570,111 QoQ
Shares Held
36,016
-16.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 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 Mar 31, 2026Evelyn Partners Investment Management LLP holds $82,345,515 across 4 Beverages - Non-Alcoholic names. PEP ranks #2 (6.8% of the industry book) .
All Filings in PEP
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,592,924 | 36,016 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,163,035 | 42,942 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,222,133 | 65,666 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $19,791,673 | 130,157 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||