Position in PEP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$69,189
-$10,164 QoQ
Shares Held
511
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#3,219
of 3,394 holders
Holding Since
Dec 2025
3 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, 2026Ares Financial Consulting, LLC holds $236,665 across 4 Beverages - Non-Alcoholic names. PEP ranks #2 (29.2% 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 | $69,189 | 511 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $79,353 | 511 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $36,023 | 251 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||