Laird Norton Wetherby Wealth Management’s PepsiCo PEP Stock Holding History

Laird Norton Wetherby Wealth Management’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
2025 Q3	$5.5M	Buy	39,137 +1,872	+5%	+$267K	0.22%	69
2025 Q2	$4.92M	Buy	+37,265	New	+$5.02M	0.22%	74
2024 Q4	$5.29M	Sell	34,806 -3,946	-10%	-$647K	0.25%	60
2024 Q3	$6.59M	Sell	38,752 -2,213	-5%	-$380K	0.3%	50
2024 Q2	$6.76M	Sell	40,965 -7,195	-15%	-$1.24M	0.32%	47
2024 Q1	$8.43M	Sell	48,160 -1,588	-3%	-$267K	0.4%	37
2023 Q4	$8.45M	Sell	49,748 -2,126	-4%	-$353K	0.44%	35
2023 Q3	$8.79M	Sell	51,874 -1,444	-3%	-$262K	0.5%	30
2023 Q2	$9.88M	Buy	53,318 +840	+2%	+$157K	0.53%	25
2023 Q1	$9.57M	Sell	52,478 -799	-1%	-$140K	0.56%	21
2022 Q4	$9.63M	Buy	53,277 +1,691	+3%	+$302K	0.62%	18
2022 Q3	$8.42M	Buy	51,586 +5,004	+11%	+$862K	0.59%	19
2022 Q2	$7.76M	Buy	46,582 +4,885	+12%	+$822K	0.53%	29
2022 Q1	$6.98M	Buy	41,697 +565	+1%	+$94.9K	0.4%	38
2021 Q4	$7.14M	Sell	41,132 -67	-0.2%	-$10.9K	0.4%	38
2021 Q3	$6.2M	Sell	41,199 -412	-1%	-$63.8K	0.38%	42
2021 Q2	$6.17M	Buy	41,611 +2,804	+7%	+$409K	0.38%	42
2021 Q1	$5.49M	Sell	38,807 -4,960	-11%	-$681K	0.42%	38
2020 Q4	$6.49M	Buy	43,767 +2,742	+7%	+$390K	0.44%	39
2020 Q3	$5.69M	Buy	41,025 +232	+0.6%	+$31.6K	0.51%	33
2020 Q2	$5.39M	Buy	40,793 +367	+0.9%	+$48.4K	0.51%	35
2020 Q1	$4.86M	Buy	40,426 +2,625	+7%	+$355K	0.55%	30
2019 Q4	$5.17M	Sell	37,801 -1,247	-3%	-$170K	0.51%	33
2019 Q3	$5.35M	Buy	39,048 +59	+0.2%	+$7.84K	0.56%	27
2019 Q2	$5.11M	Buy	38,989 +1,145	+3%	+$147K	0.56%	28
2019 Q1	$4.64M	Buy	37,844 +177	+0.5%	+$20.2K	0.58%	30
2018 Q4	$4.16M	Buy	37,667 +1,044	+3%	+$118K	0.59%	31
2018 Q3	$4.09M	Buy	36,623 +177	+0.5%	+$20K	0.51%	34
2018 Q2	$3.97M	Sell	36,446 -1,390	-4%	-$144K	0.54%	34
2018 Q1	$4.13M	Buy	37,836 +493	+1%	+$56.1K	0.57%	30
2017 Q4	$4.48M	Buy	37,343 +2,094	+6%	+$239K	0.62%	27
2017 Q3	$3.93M	Buy	35,249 +1,014	+3%	+$117K	0.58%	30
2017 Q2	$3.95M	Buy	34,235 +660	+2%	+$75.7K	0.67%	22
2017 Q1	$3.76M	Buy	33,575 +1,112	+3%	+$119K	0.68%	23
2016 Q4	$3.4M	Sell	32,463 -1,033	-3%	-$108K	0.67%	24
2016 Q3	$3.64M	Buy	33,496 +1,461	+5%	+$157K	0.74%	22
2016 Q2	$3.39M	Buy	32,035 +1,183	+4%	+$122K	0.75%	24
2016 Q1	$3.16M	Sell	30,852 -1,618	-5%	-$160K	0.75%	23
2015 Q4	$3.24M	Buy	32,470 +97	+0.3%	+$9.68K	0.78%	23
2015 Q3	$3.05M	Buy	32,373 +883	+3%	+$84K	0.78%	22
2015 Q2	$2.94M	Buy	31,490 +499	+2%	+$47.7K	0.71%	23
2015 Q1	$2.96M	Buy	30,991 +384	+1%	+$37.2K	0.72%	21
2014 Q4	$2.9M	Buy	30,607 +623	+2%	+$59.7K	0.73%	23
2014 Q3	$2.79M	Buy	29,984 +337	+1%	+$30.8K	0.78%	23
2014 Q2	$2.65M	Sell	29,647 -2,649	-8%	-$229K	0.75%	22
2014 Q1	$2.7M	Sell	32,296 -788	-2%	-$64K	0.77%	22
2013 Q4	$2.74M	Buy	33,084 +425	+1%	+$35.3K	0.78%	23
2013 Q3	$2.6M	Sell	32,659 -2,922	-8%	-$240K	0.81%	22
2013 Q2	$2.91M	Buy	+35,581	New	+$2.91M	1.01%	18

Other funds holding PEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's PEP Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its PepsiCo (PEP) stake by 5% in Q3 2025, buying an estimated $267K and bringing the position to 39,137 shares worth $5.5M. The position accounts for 0.22% of the portfolio, ranked #69.

Laird Norton Wetherby Wealth Management first reported a position in PEP in Q2 2013 and has held it in 49 quarters since. The position peaked at $9.88M in Q2 2023. 3,311 funds tracked by Wall St. Rank hold PEP as of Q3 2025.

Laird Norton Wetherby Wealth Management held 39,137 shares of PepsiCo worth $5.5M as of Q3 2025.
Laird Norton Wetherby Wealth Management bought 1,872 PepsiCo shares in Q3 2025, an estimated $267K.
PepsiCo made up 0.22% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #69 holding.
Laird Norton Wetherby Wealth Management first reported a position in PepsiCo in Q2 2013 and has held it in 49 quarters since.
Laird Norton Wetherby Wealth Management's PepsiCo position peaked at $9.88M in Q2 2023.
3,311 funds tracked by Wall St. Rank held PepsiCo as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.