Position in PEP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$302,348
+$86,185 QoQ
Shares Held
2,233
+60.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,756
of 3,394 holders
Holding Since
Sep 2025
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 Jun 30, 2026Investment Research Partners LLC holds $611,905 across 2 Beverages - Non-Alcoholic names. PEP ranks #2 (49.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
3,809 | $309,557 | |
| 2 | PEP |
Pepsico Inc
This page
|
2,233 | $302,348 |
All Filings in PEP
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,348 | 2,233 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $216,163 | 1,392 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $435,009 | 3,031 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $427,078 | 3,041 | Shares | Sole | 2025-12-01 | |
| No filing history on record for this holder in this stock. | ||||||