Laird Norton Wetherby Trust Company’s PepsiCo PEP Stock Holding History

Laird Norton Wetherby Trust Company’s Portfolio PEP Stock Details PEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.07M	Sell	44,858 -8,221	-15%	-$1.23M	0.12%	129
2026 Q1	$8.24M	Sell	53,079 -7,013	-12%	-$1.09M	0.18%	81
2025 Q4	$8.71M	Buy	+60,092	New	+$8.83M	0.18%	81
2023 Q4	–	Sell	-1,984	Closed	-$336K	–	136
2023 Q3	$336K	Hold	1,984	–	–	0.04%	85
2023 Q2	$367K	Hold	1,984	–	–	0.04%	78
2023 Q1	$362K	Hold	1,984	–	–	0.05%	73
2022 Q4	$361K	Buy	+1,984	New	+$354K	0.05%	71
2022 Q3	–	Sell	-2,368	Closed	-$394K	–	109
2022 Q2	$394K	Sell	2,368 -4,118	-63%	-$693K	0.05%	71
2022 Q1	$1.08M	Sell	6,486 -32	-0.5%	-$5.37K	0.1%	62
2021 Q4	$1.13M	Buy	6,518 +167	+3%	+$27.3K	0.11%	63
2021 Q3	$955K	Sell	6,351 -588	-8%	-$91K	0.1%	66
2021 Q2	$1.03M	Sell	6,939 -1,468	-17%	-$214K	0.11%	57
2021 Q1	$1.25M	Sell	8,407 -10	-0.1%	-$1.37K	0.14%	51
2020 Q4	$1.25M	Buy	+8,417	New	+$1.2M	0.14%	50

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Laird Norton Wetherby Trust Company's PEP Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company reduced its PepsiCo (PEP) stake by 15% in Q2 2026, selling an estimated $1.23M and leaving 44,858 shares worth $6.07M. The position accounts for 0.12% of the portfolio, ranked #129.

Laird Norton Wetherby Trust Company first reported a position in PEP in Q4 2020 and has held it in 14 quarters since. The position peaked at $8.71M in Q4 2025. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Laird Norton Wetherby Trust Company held 44,858 shares of PepsiCo worth $6.07M as of Q2 2026.
Laird Norton Wetherby Trust Company sold 8,221 PepsiCo shares in Q2 2026, an estimated $1.23M.
PepsiCo made up 0.12% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #129 holding.
Laird Norton Wetherby Trust Company first reported a position in PepsiCo in Q4 2020 and has held it in 14 quarters since.
Laird Norton Wetherby Trust Company's PepsiCo position peaked at $8.71M in Q4 2025.
3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.