Position in PEP
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$8,124
-$1,193 QoQ
Shares Held
60
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#3,355
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, 2026Nvest Wealth Strategies, Inc. holds $16,259 across 3 Beverages - Non-Alcoholic names. PEP ranks #1 (50.0% of the industry book) .
All Filings in PEP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,124 | 60 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $9,317 | 60 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $8,611 | 60 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||