NWAM LLC

Position in PEP — Pepsico Inc

CIK 1655006 MERCER ISLAND, WA

Position in PEP

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,603,542

+$16,323 QoQ

Shares Held

11,843

+15.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,496

of 3,394 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

NWAM LLC holds $4,220,157 across 4 Beverages - Non-Alcoholic names. PEP ranks #2 (38.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	27,728	$2,253,454
2	PEP	Pepsico Inc This page	11,843	$1,603,542
3	MNST	Monster Beverage Corp	6,340	$304,700
4	ZVIA	Zevia PBC	35,866	$58,461

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,603,542	11,843	+15.9%	Shares	Sole	2026-07-23
2026-03-31	$1,587,219	10,221	-1.2%	Shares	Sole	2026-05-04
2025-12-31	$1,484,714	10,345	+173.1%	Shares	Sole	2026-02-04
2025-03-31	$567,972	3,788	-56.4%	Shares	Sole	2025-05-05
2024-12-31	$1,319,728	8,679	-7.5%	Shares	Sole	2025-02-05
2024-09-30	$1,595,579	9,383	+6.0%	Shares	Sole	2024-11-12
2024-06-30	$1,459,300	8,848	+8.2%	Shares	Sole	2024-07-24
2024-03-31	$1,430,706	8,175	-13.5%	Shares	Sole	2024-05-09
2023-12-31	$1,605,157	9,451	+66.7%	Shares	Sole	2024-02-14
2023-09-30	$960,724	5,670	-41.6%	Shares	Sole	2023-11-01
2023-06-30	$1,798,486	9,710	+60.0%	Shares	Sole	2023-08-10
2023-03-31	$1,106,014	6,067	-37.1%	Shares	Sole	2023-05-12
2022-12-31	$1,743,910	9,653	-3.4%	Shares	Sole	2023-02-08
2022-09-30	$1,631,946	9,996	+2.1%	Shares	Sole	2022-11-14
2022-06-30	$1,631,601	9,790	-3.6%	Shares	Sole	2022-08-10
2022-03-31	$1,699,911	10,156	-0.7%	Shares	Sole	2022-05-12
2021-12-31	$1,775,837	10,223	+22.2%	Shares	Sole	2022-02-10
2021-09-30	$1,258,781	8,369	+0.5%	Shares	Sole	2021-11-03
2021-06-30	$1,233,959	8,328	-8.7%	Shares	Sole	2021-08-04
2021-03-31	$1,290,024	9,120	+7.7%	Shares	Sole	2021-04-23
2020-12-31	$1,255,507	8,466	-7.7%	Shares	Sole	2021-01-22
2020-06-30	$1,213,485	9,175	+2.4%	Shares	Sole	2020-07-21
2020-03-31	$1,076,336	8,962	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.