Position in PEP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$962,964
-$264,448 QoQ
Shares Held
7,112
-10.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.13%
of 13F equity value
Holder Rank
#1,829
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, 2026Portus Wealth Advisors, LLC holds $962,964 across 1 Beverages - Non-Alcoholic name. PEP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
This page
|
7,112 | $962,964 |
All Filings in PEP
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $962,964 | 7,112 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,227,412 | 7,904 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,133,520 | 7,898 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,109,335 | 7,899 | Shares | Sole | 2025-11-20 | |
| No filing history on record for this holder in this stock. | ||||||