Position in PEP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$730,347
-$117,070 QoQ
Shares Held
5,394
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#2,026
of 3,394 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Essential Investment Partners LLC holds $1,033,682 across 3 Beverages - Non-Alcoholic names. PEP ranks #1 (70.7% 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 | $730,347 | 5,394 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $847,417 | 5,457 | Shares | Sole | 2026-07-15 | |
| 2025-12-31 | $793,378 | 5,528 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||