Position in PEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,073,772
-$2,168,865 QoQ
Shares Held
44,858
-15.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#802
of 3,394 holders
Holding Since
Dec 2020
14 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Laird Norton Wetherby Trust Company, LLC holds $24,603,333 across 7 Beverages - Non-Alcoholic names. PEP ranks #2 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
132,594 | $10,775,913 | |
| 2 | PEP |
Pepsico Inc
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|
44,858 | $6,073,772 | |
| 3 | MNST |
Monster Beverage Corp
|
72,586 | $3,488,482 | |
| 4 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
26,115 | $2,613,327 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
|
25,911 | $848,066 | |
| 6 | COKE |
Coca-Cola Consolidated, Inc.
|
2,339 | $446,561 | |
| 7 | KOF |
Coca Cola Femsa Sab De CV
|
3,362 | $357,212 |
All Filings in PEP
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,073,772 | 44,858 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,242,637 | 53,079 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,624,403 | 60,092 | Shares | Sole | 2026-02-17 | |
| 2023-09-30 | $336,168 | 1,984 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $367,476 | 1,984 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $361,683 | 1,984 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $358,429 | 1,984 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $394,650 | 2,368 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,085,626 | 6,486 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,132,241 | 6,518 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $955,253 | 6,351 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,028,151 | 6,939 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,189,170 | 8,407 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,248,241 | 8,417 | Shares | Sole | 2021-02-26 | |
| No filing history on record for this holder in this stock. | ||||||