Position in PEP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$449,934
New position
Shares Held
3,323
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#2,401
of 3,394 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Capstone Wealth Management Group, Inc. holds $710,226 across 2 Beverages - Non-Alcoholic names. PEP ranks #1 (63.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
This page
|
3,323 | $449,934 | |
| 2 | MNST |
Monster Beverage Corp
|
5,416 | $260,292 |
All Filings in PEP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $449,934 | 3,323 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||