Position in PEP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$251,167
-$37,517 QoQ
Shares Held
1,855
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,909
of 3,394 holders
Holding Since
Dec 2025
3 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, 2026Vision Retirement, LLC holds $279,234 across 2 Beverages - Non-Alcoholic names. PEP ranks #1 (89.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
This page
|
1,855 | $251,167 | |
| 2 | MNST |
Monster Beverage Corp
|
584 | $28,067 |
All Filings in PEP
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,167 | 1,855 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $288,684 | 1,859 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $45,926 | 320 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||