Position in PEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$841,104
-$90,791 QoQ
Shares Held
6,212
+3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#1,934
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, 2026Ark Wealth Advisors LLC holds $1,306,901 across 2 Beverages - Non-Alcoholic names. PEP ranks #1 (64.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
This page
|
6,212 | $841,104 | |
| 2 | MNST |
Monster Beverage Corp
|
9,692 | $465,797 |
All Filings in PEP
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $841,104 | 6,212 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $931,895 | 6,001 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $760,368 | 5,298 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||