Position in PEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$59,305
-$12,438 QoQ
Shares Held
438
-5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#3,241
of 3,394 holders
Holding Since
Mar 2026
2 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, 2026Burk Holdings LLC holds $194,137 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (30.5% of the industry book) .
All Filings in PEP
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,305 | 438 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $71,743 | 462 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||