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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Laird Norton Wetherby Trust Company's PEP Position: Q1 2026 in Review

Laird Norton Wetherby Trust Company reduced its PepsiCo (PEP) stake by 12% in Q1 2026, selling an estimated $1.09M and leaving 53,079 shares worth $8.24M. The position accounts for 0.18% of the portfolio, ranked #81.

Laird Norton Wetherby Trust Company first reported a position in PEP in Q4 2020 and has held it in 13 quarters since. The position peaked at $8.71M in Q4 2025. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Laird Norton Wetherby Trust Company held 53,079 shares of PepsiCo worth $8.24M as of Q1 2026.
Laird Norton Wetherby Trust Company sold 7,013 PepsiCo shares in Q1 2026, an estimated $1.09M.
PepsiCo made up 0.18% of Laird Norton Wetherby Trust Company's portfolio in Q1 2026, its #81 holding.
Laird Norton Wetherby Trust Company first reported a position in PepsiCo in Q4 2020 and has held it in 13 quarters since.
Laird Norton Wetherby Trust Company's PepsiCo position peaked at $8.71M in Q4 2025.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2026, filed 15 May 2026.