Position in PEP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$54,566
-$8,015 QoQ
Shares Held
403
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#3,247
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, 2026Phillip James Consulting Co. holds $107,169 across 3 Beverages - Non-Alcoholic names. PEP ranks #1 (50.9% 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 | $54,566 | 403 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $62,581 | 403 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $56,546 | 394 | Shares | Sole | 2026-02-23 | |
| No filing history on record for this holder in this stock. | ||||||