Moloney Securities Asset Management’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.58M Sell
39,746
-4,225
-10% -$603K 0.66% 36
2025
Q2
$5.81M Buy
43,971
+25,469
+138% +$3.43M 0.72% 24
2025
Q1
$2.77M Buy
18,502
+982
+6% +$146K 0.38% 59
2024
Q4
$2.66M Buy
17,520
+43
+0.2% +$7.04K 0.36% 71
2024
Q3
$2.97M Buy
17,477
+895
+5% +$154K 0.4% 67
2024
Q2
$2.73M Sell
16,582
-2,102
-11% -$363K 0.4% 65
2024
Q1
$3.27M Buy
18,684
+260
+1% +$43.8K 0.49% 53
2023
Q4
$3.13M Buy
18,424
+900
+5% +$149K 0.5% 51
2023
Q3
$2.97M Sell
17,524
-604
-3% -$110K 0.54% 45
2023
Q2
$3.36M Sell
18,128
-336
-2% -$62.7K 0.59% 40
2023
Q1
$3.37M Sell
18,464
-77
-0.4% -$13.5K 0.63% 36
2022
Q4
$3.35M Sell
18,541
-185
-1% -$33K 0.74% 33
2022
Q3
$3.06M Sell
18,726
-4,720
-20% -$813K 0.74% 29
2022
Q2
$3.91M Sell
23,446
-1,056
-4% -$178K 0.92% 21
2022
Q1
$4.1M Sell
24,502
-1,140
-4% -$191K 0.8% 25
2021
Q4
$4.45M Sell
25,642
-6
-0% -$980 0.76% 24
2021
Q3
$3.86M Buy
25,648
+1,686
+7% +$261K 0.7% 35
2021
Q2
$3.55M Buy
23,962
+356
+2% +$51.9K 0.65% 42
2021
Q1
$3.34M Sell
23,606
-1,576
-6% -$216K 0.66% 39
2020
Q4
$3.73M Sell
25,182
-304
-1% -$43.2K 0.83% 23
2020
Q3
$3.53M Buy
25,486
+1,465
+6% +$199K 0.93% 22
2020
Q2
$3.18M Buy
24,021
+967
+4% +$127K 0.92% 26
2020
Q1
$2.77M Buy
23,054
+9,550
+71% +$1.29M 0.99% 23
2019
Q4
$1.85M Buy
13,504
+948
+8% +$129K 0.57% 45
2019
Q3
$1.72M Buy
12,556
+2,145
+21% +$285K 0.57% 49
2019
Q2
$1.36M Buy
10,411
+607
+6% +$77.8K 0.46% 56
2019
Q1
$1.2M Buy
9,804
+1,742
+22% +$199K 0.42% 63
2018
Q4
$891K Sell
8,062
-2,850
-26% -$321K 0.36% 84
2018
Q3
$1.22M Buy
10,912
+10
+0.1% +$1.13K 0.42% 67
2018
Q2
$1.19M Sell
10,902
-239
-2% -$24.7K 0.45% 62
2018
Q1
$1.22M Buy
11,141
+2,942
+36% +$335K 0.49% 56
2017
Q4
$983K Buy
8,199
+85
+1% +$9.71K 0.41% 77
2017
Q3
$904K Buy
8,114
+3,050
+60% +$352K 0.4% 74
2017
Q2
$585K Sell
5,064
-1,306
-21% -$150K 0.29% 109
2017
Q1
$713K Buy
6,370
+389
+7% +$41.7K 0.37% 79
2016
Q4
$626K Buy
+5,981
New +$626K 0.38% 81

Other funds holding PEP

Moloney Securities Asset Management's PEP Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its PepsiCo (PEP) stake by 9.6% in Q3 2025, selling an estimated $603K and leaving 39,746 shares worth $5.58M. The position accounts for 0.66% of the portfolio, ranked #36.

Moloney Securities Asset Management first reported a position in PEP in Q4 2016 and has held it in 36 quarters since. The position peaked at $5.81M in Q2 2025. 3,311 funds tracked by Wall St. Rank hold PEP as of Q3 2025.

  • Moloney Securities Asset Management held 39,746 shares of PepsiCo worth $5.58M as of Q3 2025.
  • Moloney Securities Asset Management sold 4,225 PepsiCo shares in Q3 2025, an estimated $603K.
  • PepsiCo made up 0.66% of Moloney Securities Asset Management's portfolio in Q3 2025, its #36 holding.
  • Moloney Securities Asset Management first reported a position in PepsiCo in Q4 2016 and has held it in 36 quarters since.
  • Moloney Securities Asset Management's PepsiCo position peaked at $5.81M in Q2 2025.
  • 3,311 funds tracked by Wall St. Rank held PepsiCo as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.