Position in PEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$572,335
-$84,696 QoQ
Shares Held
4,227
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,200
of 3,391 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, 2026Basecamp Wealth Advisors LLC holds $1,979,370 across 8 Beverages - Non-Alcoholic names. PEP ranks #2 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
11,676 | $948,908 | |
| 2 | PEP |
Pepsico Inc
This page
|
4,227 | $572,335 | |
| 3 | MNST |
Monster Beverage Corp
|
4,836 | $232,418 | |
| 4 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
1,518 | $151,906 | |
| 5 | KOF |
Coca Cola Femsa Sab De CV
|
311 | $33,043 | |
| 6 | COKE |
Coca-Cola Consolidated, Inc.
|
112 | $21,383 | |
| 7 | FIZZ |
National Beverage Corp
|
619 | $19,312 | |
| 8 | ZVIA |
Zevia PBC
|
40 | $65 |
All Filings in PEP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $572,335 | 4,227 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $657,031 | 4,231 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $610,247 | 4,252 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||