Moller Wealth Partners’s PepsiCo PEP Stock Holding History

Moller Wealth Partners’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	$232K	Buy	+1,716	New	+$257K	0.04%	72
2019 Q1	–	Sell	-4,270	Closed	-$458K	–	66
2018 Q4	$458K	Buy	+4,270	New	+$481K	0.3%	44
2018 Q1	–	Sell	-2,233	Closed	-$268K	–	46
2017 Q4	$268K	Buy	+2,233	New	+$255K	0.1%	42
2017 Q3	–	Sell	-2,067	Closed	-$239K	–	47
2017 Q2	$239K	Buy	+2,067	New	+$237K	0.1%	41
2015 Q2	–	Sell	-2,277	Closed	-$218K	–	44
2015 Q1	$218K	Sell	2,277 -67	-3%	-$6.48K	0.1%	41
2014 Q4	$222K	Buy	+2,344	New	+$225K	0.11%	40
2014 Q2	–	Sell	-2,793	Closed	-$233K	–	51
2014 Q1	$233K	Buy	+2,793	New	+$227K	0.12%	47

Other funds holding PEP

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Moller Wealth Partners's PEP Position: Q2 2026 in Review

Moller Wealth Partners opened a new position in PepsiCo (PEP) in Q2 2026: 1,716 shares worth $232K. The stake represents 0.04% of the portfolio and ranks #72 among its holdings. This is a return to the name: Moller Wealth Partners previously reported a position in PEP as recently as Q4 2018.

Moller Wealth Partners first reported a position in PEP in Q1 2014 and has held it in 7 quarters since. The position peaked at $458K in Q4 2018. 937 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Moller Wealth Partners held 1,716 shares of PepsiCo worth $232K as of Q2 2026.
PepsiCo was a new Moller Wealth Partners position in Q2 2026.
PepsiCo made up 0.04% of Moller Wealth Partners's portfolio in Q2 2026, its #72 holding.
Moller Wealth Partners first reported a position in PepsiCo in Q1 2014 and has held it in 7 quarters since.
Moller Wealth Partners's PepsiCo position peaked at $458K in Q4 2018.
937 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.