Position in PEP
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,952,305
+$437,308 QoQ
Shares Held
12,572
+19.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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 Mar 31, 2026Gibbs Wealth Management holds $6,067,403 across 4 Beverages - Non-Alcoholic names. PEP ranks #2 (32.2% of the industry book) .
All Filings in PEP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,952,305 | 12,572 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,514,997 | 10,556 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $1,731,063 | 12,326 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $1,580,782 | 11,972 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,705,267 | 11,373 | Shares | Other | 2025-11-04 | |
| 2024-12-31 | $1,609,098 | 10,582 | Shares | Other | 2025-11-04 | |
| 2024-09-30 | $1,539,802 | 9,055 | Shares | Other | 2025-11-04 | |
| 2024-06-30 | $1,356,384 | 8,224 | Shares | Other | 2025-11-04 | |
| 2024-03-31 | $1,302,424 | 7,442 | Shares | Other | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||