Evercore Wealth Management, LLC

SEC CIK: 0001482689
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

PEP holding history

PepsiCo Inc in every 13F filed by Evercore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PEP overview All 13F holders of PEP Full Q2 2026 holdings

Shares (Q2 2026): 82,719
Value: $11.2M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of PEP by Evercore Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	82,719	$11.2M	0.2%	−977−1.2%	Reduced	Holders
Q1 2026	83,696	$13.0M	0.2%	−8,607−9.3%	Reduced	Holders
Q4 2025	92,303	$13.2M	0.2%	−4,837−5.0%	Reduced	Holders
Q3 2025	97,140	$13.6M	0.2%	−3,670−3.6%	Reduced	Holders
Q2 2025	100,810	$13.3M	0.2%	−780−0.8%	Reduced	Holders
Q1 2025	101,590	$15.2M	0.2%	−10,893−9.7%	Reduced	Holders
Q4 2024	112,483	$17.1M	0.3%	−2,543−2.2%	Reduced	Holders
Q3 2024	115,026	$19.6M	0.3%	−3,789−3.2%	Reduced	Holders
Q2 2024	118,815	$19.6M	0.3%	−1,238−1.0%	Reduced	Holders
Q1 2024	120,053	$21.0M	0.3%	−2,886−2.3%	Reduced	Holders
Q4 2023	122,939	$20.9M	0.4%	−1,243−1.0%	Reduced	Holders
Q3 2023	124,182	$21.0M	0.4%	−696−0.6%	Reduced	Holders
Q2 2023	124,878	$23.1M	0.4%	−2,091−1.6%	Reduced	Holders
Q1 2023	126,969	$23.1M	0.5%	−7,733−5.7%	Reduced	Holders
Q4 2022	134,702	$24.3M	0.5%	−1,406−1.0%	Reduced	Holders
Q3 2022	136,108	$22.2M	0.5%	−178−0.1%	Reduced	Holders
Q2 2022	136,286	$22.7M	0.5%	−4,038−2.9%	Reduced	Holders
Q1 2022	140,324	$23.5M	0.4%	−1,081−0.8%	Reduced	Holders
Q4 2021	141,405	$24.6M	0.4%	+2,041+1.5%	Added	Holders
Q3 2021	139,364	$21.0M	0.4%	−2,543−1.8%	Reduced	Holders
Q2 2021	141,907	$21.0M	0.4%	−4,308−2.9%	Reduced	Holders
Q1 2021	146,215	$20.7M	0.4%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.