Position in PEP
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$259,697
-$26,036 QoQ
Shares Held
1,918
+4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,878
of 3,394 holders
Holding Since
Dec 2025
3 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, 202655 North Private Wealth, LLC holds $1,334,521 across 3 Beverages - Non-Alcoholic names. PEP ranks #3 (19.5% of the industry book) .
All Filings in PEP
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,697 | 1,918 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $285,733 | 1,840 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $322,776 | 2,249 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||