Position in PEP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$45,900
-$14,818 QoQ
Shares Held
339
-13.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,266
of 3,394 holders
Holding Since
Sep 2025
4 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, 2026United Financial Planning Group LLC holds $78,833 across 4 Beverages - Non-Alcoholic names. PEP ranks #1 (58.2% of the industry book) .
All Filings in PEP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,900 | 339 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $60,718 | 391 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $54,824 | 382 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $49,575 | 353 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||