Position in PEP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$68,918
-$1,738 QoQ
Shares Held
509
+11.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#3,221
of 3,394 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $115,301 across 4 Beverages - Non-Alcoholic names. PEP ranks #1 (59.8% of the industry book) .
All Filings in PEP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,918 | 509 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $70,656 | 455 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $65,301 | 455 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $69,236 | 493 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $57,041 | 432 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $118,302 | 789 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $71,012 | 467 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $81,794 | 481 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $78,671 | 477 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $84,004 | 480 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $94,261 | 555 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $85,736 | 506 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $93,721 | 506 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $92,061 | 505 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $53,294 | 295 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $47,998 | 294 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $48,998 | 294 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $49,042 | 293 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $50,897 | 293 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $44,070 | 293 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $43,265 | 292 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $41,303 | 292 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $32,922 | 222 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $24,116 | 174 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $6,613 | 50 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $18,015 | 150 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||