Position in PEP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$238,845
-$35,086 QoQ
Shares Held
1,764
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,961
of 3,394 holders
Holding Since
Mar 2026
2 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, 2026LEGACY FINANCIAL INDEPENDENT ADVISORS LLC holds $4,037,285 across 3 Beverages - Non-Alcoholic names. PEP ranks #3 (5.9% of the industry book) .
All Filings in PEP
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,845 | 1,764 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $273,931 | 1,764 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||