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 Q3	–	Sell	-1,716	Closed	-$232K	–	77
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

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Moller Wealth Partners's PEP Position: Q3 2026 in Review

Moller Wealth Partners sold out of PepsiCo (PEP) in Q3 2026, closing a stake of 1,716 shares — an estimated $232K sold.

Moller Wealth Partners first reported a position in PEP in Q1 2014 and held it in 7 quarters. The position peaked at $458K in Q4 2018. 1,480 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

Moller Wealth Partners reported no remaining PepsiCo position as of Q3 2026 after selling out during the quarter.
Moller Wealth Partners sold 1,716 PepsiCo shares in Q3 2026, an estimated $232K.
Moller Wealth Partners first reported a position in PepsiCo in Q1 2014 and held it in 7 quarters.
Moller Wealth Partners's PepsiCo position peaked at $458K in Q4 2018.
1,480 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Moller Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.