GRIMES & Co WEALTH MANAGEMENT, LLC

Position in PEP — Pepsico Inc

CIK 1321993 WESTBOROUGH, MA

Position in PEP

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$10,118,983

-$1,260,357 QoQ

Shares Held

74,734

+2.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#583

of 3,401 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

GRIMES & Co WEALTH MANAGEMENT, LLC holds $16,841,869 across 3 Beverages - Non-Alcoholic names. PEP ranks #1 (60.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc This page	74,734	$10,118,983
2	KO	Coca Cola Co	52,742	$4,286,341
3	MNST	Monster Beverage Corp	50,698	$2,436,545

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,118,983	74,734	+2.0%	Shares	Sole	2026-07-17
2026-03-31	$11,379,340	73,278	+1.8%	Shares	Other	2026-04-21
2025-12-31	$10,330,569	71,980	+11.1%	Shares	Sole	2026-02-03
2025-09-30	$9,102,618	64,815	-1.5%	Shares	Sole	2025-10-27
2025-06-30	$8,685,855	65,782	-12.1%	Shares	Sole	2025-07-22
2025-03-31	$11,224,658	74,861	+3.0%	Shares	Sole	2025-04-17
2024-12-31	$11,050,656	72,673	+1.4%	Shares	Sole	2025-01-21
2024-09-30	$12,184,762	71,654	+19.7%	Shares	Sole	2024-10-22
2024-06-30	$9,872,215	59,857	+104.4%	Shares	Sole	2024-07-22
2024-03-31	$5,125,342	29,286	-10.4%	Shares	Sole	2024-04-17
2023-12-31	$5,553,768	32,700	+17.8%	Shares	Sole	2024-01-24
2023-09-30	$4,704,162	27,763	-0.8%	Shares	Sole	2023-10-19
2023-06-30	$5,181,159	27,973	-5.6%	Shares	Sole	2023-07-19
2023-03-31	$5,399,726	29,620	+6.7%	Shares	Sole	2023-04-20
2022-12-31	$5,013,134	27,749	-0.1%	Shares	Sole	2023-01-25
2022-09-30	$4,536,668	27,788	-12.5%	Shares	Sole	2022-10-28
2022-06-30	$5,294,954	31,771	+15.6%	Shares	Sole	2022-07-22
2022-03-31	$4,598,598	27,474	+0.1%	Shares	Sole	2022-05-06
2021-12-31	$4,770,076	27,460	-2.2%	Shares	Sole	2022-02-01
2021-09-30	$4,221,707	28,068	-3.9%	Shares	Sole	2021-11-08
2021-06-30	$4,327,453	29,206	-0.2%	Shares	Sole	2021-08-04
2021-03-31	$4,138,827	29,260	+27.0%	Shares	Sole	2021-05-12
2020-12-31	$3,415,645	23,032	-1.4%	Shares	Sole	2021-02-02
2020-09-30	$3,236,310	23,350	+0.2%	Shares	Sole	2020-11-12
2020-06-30	$3,082,980	23,310	-4.5%	Shares	Sole	2020-07-31
2020-03-31	$2,931,040	24,405	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.