Position in PEP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$7,311
+$3,119 QoQ
Shares Held
54
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#3,359
of 3,394 holders
Holding Since
Mar 2025
6 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, 2026HFM Investment Advisors, LLC holds $39,085 across 7 Beverages - Non-Alcoholic names. PEP ranks #2 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
303 | $24,624 | |
| 2 | PEP |
Pepsico Inc
This page
|
54 | $7,311 | |
| 3 | MNST |
Monster Beverage Corp
|
64 | $3,075 | |
| 4 | COKE |
Coca-Cola Consolidated, Inc.
|
10 | $1,909 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
|
53 | $1,734 | |
| 6 | FIZZ |
National Beverage Corp
|
12 | $374 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
2 | $58 |
All Filings in PEP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,311 | 54 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $4,192 | 27 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $6,745 | 47 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,651 | 26 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,433 | 26 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,949 | 13 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||