Position in PEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$431,384
-$65,848 QoQ
Shares Held
3,186
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#2,442
of 3,401 holders
Holding Since
Dec 2024
7 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, 2026Medallion Wealth Advisors, LLC holds $1,234,421 across 5 Beverages - Non-Alcoholic names. PEP ranks #2 (34.9% of the industry book) .
All Filings in PEP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $431,384 | 3,186 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $497,232 | 3,202 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $391,518 | 2,728 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $326,941 | 2,328 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $307,253 | 2,327 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $350,107 | 2,335 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $261,692 | 1,721 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||