Position in PEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$69,731
-$10,243 QoQ
Shares Held
515
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,217
of 3,394 holders
Holding Since
Jun 2025
5 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, 2026Boreal Capital Management LLC holds $145,201 across 4 Beverages - Non-Alcoholic names. PEP ranks #1 (48.0% of the industry book) .
All Filings in PEP
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,731 | 515 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $79,974 | 515 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $73,912 | 515 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $72,326 | 515 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $237,936 | 1,802 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||