Position in PEP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$231,398
-$18,463 QoQ
Shares Held
1,709
+6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,987
of 3,394 holders
Holding Since
Dec 2025
3 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, 2026J. Derek Lewis & Associates Inc. holds $1,487,614 across 2 Beverages - Non-Alcoholic names. PEP ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRMB |
Primo Brands Corp
|
51,400 | $1,256,216 | |
| 2 | PEP |
Pepsico Inc
This page
|
1,709 | $231,398 |
All Filings in PEP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,398 | 1,709 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $249,861 | 1,609 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $240,108 | 1,673 | Shares | Sole | 2026-03-23 | |
| No filing history on record for this holder in this stock. | ||||||