Ables Iannone Moore & Associates’s PepsiCo PEP Stock Holding History

Ables Iannone Moore & Associates’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	$1.14M	Sell	8,401 -280	-3%	-$41.9K	0.61%	32
2026 Q1	$1.35M	Sell	8,681 -384	-4%	-$59.8K	0.8%	25
2025 Q4	$1.3M	Sell	9,065 -928	-9%	-$136K	0.71%	26
2025 Q3	$1.4M	Sell	9,993 -77	-0.8%	-$11K	0.81%	24
2025 Q2	$1.33M	Buy	10,070 +1,721	+21%	+$232K	0.83%	23
2025 Q1	$1.25M	Buy	8,349 +462	+6%	+$68.8K	0.85%	24
2024 Q4	$1.2M	Buy	7,887 +696	+10%	+$114K	0.74%	26
2024 Q3	$1.22M	Buy	7,191 +152	+2%	+$26.1K	0.79%	25
2024 Q2	$1.16M	Buy	7,039 +1,228	+21%	+$212K	0.77%	26
2024 Q1	$1.02M	Buy	5,811 +458	+9%	+$77.1K	0.73%	29
2023 Q4	$909K	Buy	+5,353	New	+$888K	0.69%	30

Other funds holding PEP

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Ables Iannone Moore & Associates's PEP Position: Q2 2026 in Review

Ables Iannone Moore & Associates reduced its PepsiCo (PEP) stake by 3.2% in Q2 2026, selling an estimated $41.9K and leaving 8,401 shares worth $1.14M. The position accounts for 0.61% of the portfolio, ranked #32.

Ables Iannone Moore & Associates first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.4M in Q3 2025. 730 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Ables Iannone Moore & Associates held 8,401 shares of PepsiCo worth $1.14M as of Q2 2026.
Ables Iannone Moore & Associates sold 280 PepsiCo shares in Q2 2026, an estimated $41.9K.
PepsiCo made up 0.61% of Ables Iannone Moore & Associates's portfolio in Q2 2026, its #32 holding.
Ables Iannone Moore & Associates first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
Ables Iannone Moore & Associates's PepsiCo position peaked at $1.4M in Q3 2025.
730 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Ables Iannone Moore & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.