Evercore Wealth Management, LLC

Position in PEP — Pepsico Inc

CIK 1482689 New York, NY

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Position in PEP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$11,200,152

-$1,796,999 QoQ

Shares Held

82,719

-1.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#555

of 3,394 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 1% None 2%

Common Shares in PEP Over Time

Shares Held

Position Value (USD)

Position in Beverages - Non-Alcoholic

Consumer Defensive · as of Jun 30, 2026

Evercore Wealth Management, LLC holds $21,639,164 across 3 Beverages - Non-Alcoholic names. PEP ranks #1 (51.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc This page	82,719	$11,200,152
2	KO	Coca Cola Co	125,610	$10,208,324
3	MNST	Monster Beverage Corp	4,800	$230,688

All Filings in PEP

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,200,152	82,719	-1.2%	Shares	Defined	2026-08-14
2026-03-31	$12,997,151	83,696	-9.3%	Shares	Defined	2026-05-15
2025-12-31	$13,247,325	92,303	-5.0%	Shares	Defined	2026-02-17
2025-09-30	$13,642,341	97,140	-3.6%	Shares	Sole	2025-11-14
2025-06-30	$13,310,951	100,810	-0.8%	Shares	Defined	2025-08-14
2025-03-31	$15,232,403	101,590	-9.7%	Shares	Sole	2025-05-15
2024-12-31	$17,104,164	112,483	-2.2%	Shares	Sole	2025-02-14
2024-09-30	$19,560,170	115,026	-3.2%	Shares	Defined	2024-11-14
2024-06-30	$19,596,157	118,815	-1.0%	Shares	Sole	2024-08-14
2024-03-31	$21,010,474	120,053	-2.3%	Shares	Sole	2024-05-15
2023-12-31	$20,879,958	122,939	-1.0%	Shares	Defined	2024-02-14
2023-09-30	$21,041,397	124,182	-0.6%	Shares	Defined	2023-11-14
2023-06-30	$23,129,902	124,878	-1.6%	Shares	Defined	2023-08-04
2023-03-31	$23,146,448	126,969	-5.7%	Shares	Defined	2023-05-15
2022-12-31	$24,335,263	134,702	-1.0%	Shares	Defined	2023-02-14
2022-09-30	$22,220,991	136,108	-0.1%	Shares	Defined	2022-11-14
2022-06-30	$22,713,424	136,286	-2.9%	Shares	Defined	2022-08-15
2022-03-31	$23,487,430	140,324	-0.8%	Shares	Sole	2022-05-16
2021-12-31	$24,563,461	141,405	+1.5%	Shares	Sole	2022-02-14
2021-09-30	$20,961,738	139,364	-1.8%	Shares	Defined	2021-11-15
2021-06-30	$21,026,359	141,907	-2.9%	Shares	Defined	2021-08-16
2021-03-31	$20,682,111	146,215	-2.9%	Shares	Defined	2021-05-17
2020-12-31	$22,334,721	150,605	+0.5%	Shares	Sole	2021-02-16
2020-09-30	$20,772,952	149,877	-0.1%	Shares	Defined	2020-11-16
2020-06-30	$19,840,586	150,012	+4.4%	Shares	Sole	2020-08-13
2020-03-31	$17,253,566	143,660	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.