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Forvis Mazars Wealth Advisors’s PepsiCo PEP Stock Holding History

Forvis Mazars Wealth 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
Q1 		$4.87M Buy
31,382
+86
+0.3% +$13.4K 0.09% 96
2025
Q4 		$4.49M Sell
31,296
-767
-2% -$113K 0.08% 101
2025
Q3 		$4.5M Sell
32,063
-931
-3% -$133K 0.09% 97
2025
Q2 		$4.36M Buy
32,994
+86
+0.3% +$11.6K 0.09% 95
2025
Q1 		$4.93M Buy
32,908
+839
+3% +$125K 0.12% 86
2024
Q4 		$4.88M Sell
32,069
-1,625
-5% -$266K 0.11% 91
2024
Q3 		$5.73M Sell
33,694
-1,728
-5% -$297K 0.13% 86
2024
Q2 		$5.84M Sell
35,422
-16,592
-32% -$2.86M 0.15% 79
2024
Q1 		$9.1M Buy
52,014
+16,927
+48% +$2.85M 0.23% 62
2023
Q4 		$5.96M Sell
35,087
-1,785
-5% -$296K 0.17% 75
2023
Q3 		$6.25M Sell
36,872
-908
-2% -$165K 0.19% 73
2023
Q2 		$7M Buy
37,780
+5,162
+16% +$963K 0.21% 75
2023
Q1 		$5.95M Sell
32,618
-794
-2% -$139K 0.19% 75
2022
Q4 		$6.04M Sell
33,412
-580
-2% -$103K 0.21% 76
2022
Q3 		$5.55M Sell
33,992
-941
-3% -$162K 0.22% 69
2022
Q2 		$5.82M Buy
34,933
+534
+2% +$89.9K 0.24% 62
2022
Q1 		$5.76M Buy
34,399
+110
+0.3% +$18.5K 0.24% 48
2021
Q4 		$5.96M Sell
34,289
-2,947
-8% -$481K 0.25% 47
2021
Q3 		$5.6M Buy
37,236
+8,962
+32% +$1.39M 0.26% 44
2021
Q2 		$4.19M Sell
28,274
-1,347
-5% -$196K 0.19% 55
2021
Q1 		$4.19M Sell
29,621
-5,150
-15% -$707K 0.21% 51
2020
Q4 		$5.16M Buy
34,771
+480
+1% +$68.2K 0.26% 48
2020
Q3 		$4.75M Sell
34,291
-3,915
-10% -$533K 0.28% 50
2020
Q2 		$5.05M Sell
38,206
-2,371
-6% -$313K 0.33% 42
2020
Q1 		$4.87M Buy
40,577
+583
+1% +$78.8K 0.4% 31
2019
Q4 		$5.47M Sell
39,994
-2,311
-5% -$315K 0.39% 35
2019
Q3 		$5.8M Buy
42,305
+726
+2% +$96.5K 0.46% 23
2019
Q2 		$5.45M Sell
41,579
-26,697
-39% -$3.42M 0.44% 26
2019
Q1 		$8.37M Buy
68,276
+25,747
+61% +$2.93M 0.69% 19
2018
Q4 		$4.7M Sell
42,529
-2,635
-6% -$297K 0.48% 26
2018
Q3 		$5.05M Buy
45,164
+2,283
+5% +$259K 0.44% 26
2018
Q2 		$4.67M Buy
42,881
+1,165
+3% +$120K 0.45% 28
2018
Q1 		$4.55M Sell
41,716
-2,124
-5% -$242K 0.46% 28
2017
Q4 		$5.26M Buy
43,840
+3,362
+8% +$384K 0.53% 23
2017
Q3 		$4.51M Buy
40,478
+226
+0.6% +$26.1K 0.5% 22
2017
Q2 		$4.65M Buy
40,252
+310
+0.8% +$35.6K 0.53% 23
2017
Q1 		$4.47M Sell
39,942
-42
-0.1% -$4.51K 0.55% 19
2016
Q4 		$4.18M Buy
39,984
+862
+2% +$90.3K 0.55% 22
2016
Q3 		$4.25M Buy
39,122
+1,193
+3% +$129K 0.59% 22
2016
Q2 		$4.02M Sell
37,929
-175
-0.5% -$18.1K 0.6% 24
2016
Q1 		$3.9M Sell
38,104
-389
-1% -$38.4K 0.62% 23
2015
Q4 		$3.85M Buy
38,493
+330
+0.9% +$32.9K 0.58% 24
2015
Q3 		$3.6M Sell
38,163
-850
-2% -$80.9K 0.63% 19
2015
Q2 		$3.64M Sell
39,013
-868
-2% -$82.9K 0.55% 24
2015
Q1 		$3.81M Buy
39,881
+1,959
+5% +$190K 0.55% 23
2014
Q4 		$3.59M Buy
37,922
+1,315
+4% +$126K 0.59% 24
2014
Q3 		$3.41M Sell
36,607
-477
-1% -$43.5K 0.59% 20
2014
Q2 		$3.31M Sell
37,084
-1,907
-5% -$165K 0.56% 22
2014
Q1 		$3.26M Buy
38,991
+980
+3% +$79.6K 0.58% 25
2013
Q4 		$3.15M Sell
38,011
-1,443
-4% -$120K 0.58% 24
2013
Q3 		$3.14M Sell
39,454
-241
-0.6% -$19.8K 0.64% 20
2013
Q2 		$3.25M Buy
+39,695
New +$3.24M 2.57% 2

Other funds holding PEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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

Forvis Mazars Wealth Advisors's PEP Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its PepsiCo (PEP) stake by 0.27% in Q1 2026, buying an estimated $13.4K and bringing the position to 31,382 shares worth $4.87M. The position accounts for 0.09% of the portfolio, ranked #96.

Forvis Mazars Wealth Advisors first reported a position in PEP in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.1M in Q1 2024. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 31,382 shares of PepsiCo worth $4.87M as of Q1 2026.
  • Forvis Mazars Wealth Advisors bought 86 PepsiCo shares in Q1 2026, an estimated $13.4K.
  • PepsiCo made up 0.09% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #96 holding.
  • Forvis Mazars Wealth Advisors first reported a position in PepsiCo in Q2 2013 and has held it in 52 quarters since.
  • Forvis Mazars Wealth Advisors's PepsiCo position peaked at $9.1M in Q1 2024.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.