Position in PEP
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$87,197
-$12,809 QoQ
Shares Held
644
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#3,195
of 3,394 holders
Holding Since
Sep 2025
4 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, 2026KERR FINANCIAL PLANNING Corp holds $175,595 across 3 Beverages - Non-Alcoholic names. PEP ranks #1 (49.7% of the industry book) .
All Filings in PEP
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,197 | 644 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $100,006 | 644 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $91,996 | 641 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $89,741 | 639 | Shares | Sole | 2025-11-25 | |
| No filing history on record for this holder in this stock. | ||||||