Whipplewood Advisors, LLC

Position in PEP — Pepsico Inc

CIK 2052510 LITTLETON, CO

Position in PEP

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$23,830

-$22,291 QoQ

Shares Held

176

-40.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#3,311

of 3,394 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Whipplewood Advisors, LLC holds $68,617 across 5 Beverages - Non-Alcoholic names. PEP ranks #1 (34.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc This page	176	$23,830
2	KO	Coca Cola Co	236	$19,179
3	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	115	$11,508
4	KOF	Coca Cola Femsa Sab De CV	92	$9,775
5	MNST	Monster Beverage Corp	90	$4,325

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,830	176	-40.7%	Shares	Sole	2026-07-27
2026-03-31	$46,121	297	+84.5%	Shares	Sole	2026-04-30
2025-12-31	$23,106	161	+7.3%	Shares	Sole	2026-02-17
2025-09-30	$21,066	150	-59.7%	Shares	Sole	2025-11-06
2025-06-30	$49,118	372	-10.8%	Shares	Other	2025-07-31
2025-03-31	$34,336	417	-9.2%	Shares	Sole	2025-04-10
2024-12-31	$69,795	459	—	Shares	Sole	2025-02-05
No filing history on record for this holder in this stock.