Position in PEP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,810,967
-$1,710,678 QoQ
Shares Held
28,146
-20.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#1,033
of 3,394 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $5,194,564 across 6 Beverages - Non-Alcoholic names. PEP ranks #1 (73.4% of the industry book) .
All Filings in PEP
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,810,967 | 28,146 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $5,521,645 | 35,557 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $5,225,849 | 36,412 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||