BELLEVUE ASSET MANAGEMENT, LLC

Position in PEP — Pepsico Inc

CIK 1801619 BELLEVUE, WA

Position in PEP

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$291,245

-$42,783 QoQ

Shares Held

2,151

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#2,795

of 3,394 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

BELLEVUE ASSET MANAGEMENT, LLC holds $490,615 across 3 Beverages - Non-Alcoholic names. PEP ranks #1 (59.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc This page	2,151	$291,245
2	KO	Coca Cola Co	2,439	$198,217
3	MNST	Monster Beverage Corp	24	$1,153

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$291,245	2,151	0.0%	Shares	Sole	2026-08-04
2026-03-31	$334,028	2,151	+0.9%	Shares	Sole	2026-04-24
2025-12-31	$305,841	2,131	0.0%	Shares	Sole	2026-01-23
2025-09-30	$299,277	2,131	+3.3%	Shares	Sole	2025-11-04
2025-06-30	$272,266	2,062	+0.4%	Shares	Sole	2025-07-23
2025-03-31	$307,976	2,054	+0.4%	Shares	Sole	2025-04-28
2024-12-31	$311,114	2,046	0.0%	Shares	Sole	2025-02-06
2024-09-30	$347,922	2,046	+0.4%	Shares	Sole	2024-10-25
2024-06-30	$336,127	2,038	+0.1%	Shares	Sole	2024-07-31
2024-03-31	$356,145	2,035	+0.1%	Shares	Sole	2024-04-26
2023-12-31	$345,114	2,032	+0.1%	Shares	Sole	2024-02-06
2023-09-30	$343,793	2,029	+0.1%	Shares	Sole	2023-10-25
2023-06-30	$375,440	2,027	+3.9%	Shares	Sole	2023-07-31
2023-03-31	$355,485	1,950	+0.1%	Shares	Sole	2023-05-09
2022-12-31	$351,925	1,948	+0.1%	Shares	Sole	2023-01-23
2022-09-30	$317,867	1,947	+0.2%	Shares	Sole	2022-11-07
2022-06-30	$323,987	1,944	+0.1%	Shares	Sole	2022-08-12
2022-03-31	$325,051	1,942	-0.1%	Shares	Sole	2022-05-11
2021-12-31	$337,518	1,943	+1.4%	Shares	Sole	2022-02-03
2021-09-30	$288,185	1,916	+0.2%	Shares	Sole	2021-11-05
2021-06-30	$283,301	1,912	-4.9%	Shares	Sole	2021-08-09
2021-03-31	$284,314	2,010	0.0%	Shares	Sole	2021-05-12
2020-12-31	$298,083	2,010	-9.0%	Shares	Sole	2021-02-11
2020-09-30	$306,167	2,209	0.0%	Shares	Sole	2020-11-12
2020-06-30	$292,162	2,209	0.0%	Shares	Sole	2020-07-31
2020-03-31	$265,300	2,209	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.