Perigon Wealth Management, LLC

Position in PEP — Pepsico Inc

CIK 1575239 SAN FRANCISCO, CA

Position in PEP

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$6,054,275

-$1,194,972 QoQ

Shares Held

44,714

-4.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#806

of 3,394 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Consumer Defensive · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $22,498,296 across 5 Beverages - Non-Alcoholic names. PEP ranks #2 (26.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	137,768	$11,196,405
2	PEP	Pepsico Inc This page	44,714	$6,054,275
3	MNST	Monster Beverage Corp	88,686	$4,262,249
4	KDP	Keurig Dr Pepper Inc.	21,922	$717,507
5	COKE	Coca-Cola Consolidated, Inc.	1,403	$267,860

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,054,275	44,714	-4.2%	Shares	Sole	2026-08-07
2026-03-31	$7,249,247	46,682	-9.8%	Shares	Sole	2026-04-10
2025-12-31	$7,430,891	51,776	+4.3%	Shares	Sole	2026-01-16
2025-09-30	$6,970,739	49,635	+32.2%	Shares	Sole	2025-10-17
2025-06-30	$4,956,253	37,536	-0.5%	Shares	Sole	2025-07-16
2025-03-31	$5,655,137	37,716	+3.6%	Shares	Sole	2025-04-23
2024-12-31	$5,533,615	36,391	-6.9%	Shares	Sole	2025-01-22
2024-09-30	$6,646,404	39,085	-1.3%	Shares	Sole	2024-10-16
2024-06-30	$6,532,547	39,608	-13.0%	Shares	Sole	2024-08-02
2024-03-31	$7,969,605	45,538	+5.6%	Shares	Sole	2024-04-29
2023-12-31	$7,326,727	43,139	-0.4%	Shares	Sole	2024-01-29
2023-09-30	$7,335,735	43,294	-5.2%	Shares	Sole	2023-10-30
2023-06-30	$8,458,071	45,665	+170.1%	Shares	Sole	2023-08-02
2023-03-31	$3,081,963	16,906	+21.0%	Shares	Sole	2023-05-03
2022-12-31	$2,523,278	13,967	+36.9%	Shares	Sole	2023-05-01
2022-09-30	$1,666,231	10,206	+11.5%	Shares	Sole	2022-12-13
2022-06-30	$1,526,105	9,157	+5.8%	Shares	Sole	2022-08-11
2022-03-31	$1,448,506	8,654	+4.7%	Shares	Sole	2022-05-16
2021-12-31	$1,435,365	8,263	+12.0%	Shares	Sole	2022-02-11
2021-09-30	$1,109,424	7,376	+6.1%	Shares	Sole	2021-11-01
2021-06-30	$1,030,077	6,952	-24.2%	Shares	Sole	2021-07-19
2021-03-31	$1,297,803	9,175	+58.4%	Shares	Sole	2021-05-17
2020-12-31	$859,101	5,793	-23.7%	Shares	Sole	2021-01-28
2020-09-30	$1,051,974	7,590	+7.5%	Shares	Sole	2020-11-03
2020-06-30	$933,491	7,058	+0.4%	Shares	Sole	2020-07-29
2020-03-31	$844,543	7,032	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.