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Allen Mooney & Barnes Investment Advisors’s PepsiCo PEP Stock Holding History

Allen Mooney & Barnes Investment Advisors’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 		$7.1M Sell
52,413
-4,027
-7% -$602K 1.08% 35
2026
Q1 		$8.76M Buy
56,440
+2,232
+4% +$348K 1.26% 34
2025
Q4 		$7.78M Buy
54,208
+3,121
+6% +$459K 1.17% 31
2025
Q3 		$7.17M Buy
51,087
+935
+2% +$134K 1.12% 34
2025
Q2 		$6.62M Buy
50,152
+1,853
+4% +$250K 1.09% 34
2025
Q1 		$7.24M Buy
48,299
+2,786
+6% +$415K 1.18% 34
2024
Q4 		$6.92M Buy
45,513
+1,132
+3% +$185K 1.17% 31
2024
Q3 		$7.55M Sell
44,381
-1,415
-3% -$243K 1.28% 30
2024
Q2 		$7.55M Buy
45,796
+648
+1% +$112K 1.35% 29
2024
Q1 		$7.6M Buy
45,148
+469
+1% +$79K 1.46% 28
2023
Q4 		$7.59M Buy
44,679
+383
+0.9% +$63.5K 1.44% 28
2023
Q3 		$7.51M Buy
44,296
+3,246
+8% +$590K 1.6% 27
2023
Q2 		$7.6M Buy
41,050
+577
+1% +$108K 1.68% 26
2023
Q1 		$7.38M Buy
40,473
+2,459
+6% +$430K 1.77% 26
2022
Q4 		$6.87M Buy
38,014
+1,679
+5% +$299K 1.65% 28
2022
Q3 		$5.93M Buy
36,335
+1,093
+3% +$188K 1.59% 27
2022
Q2 		$5.87M Buy
35,242
+3,277
+10% +$552K 1.5% 27
2022
Q1 		$5.35M Buy
+31,965
New +$5.37M 1.19% 34

Other funds holding PEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's PEP Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its PepsiCo (PEP) stake by 7.1% in Q2 2026, selling an estimated $602K and leaving 52,413 shares worth $7.1M. The position accounts for 1.08% of the portfolio, ranked #35.

Allen Mooney & Barnes Investment Advisors first reported a position in PEP in Q1 2022 and has held it in 18 quarters since. The position peaked at $8.76M in Q1 2026. 1,556 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 52,413 shares of PepsiCo worth $7.1M as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 4,027 PepsiCo shares in Q2 2026, an estimated $602K.
  • PepsiCo made up 1.08% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #35 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in PepsiCo in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's PepsiCo position peaked at $8.76M in Q1 2026.
  • 1,556 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.