Position in PEP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$205,914
-$1,704,624 QoQ
Shares Held
1,326
-90.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 100%
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 Asset Management Ltd holds $850,497 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (24.2% 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 | $205,914 | 1,326 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,910,538 | 13,312 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,062,220 | 14,684 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $3,580,252 | 23,545 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||