MA
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MONECO Advisors’s PepsiCo PEP Stock Holding History

MONECO 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 		$1.84M Sell
11,856
-2,022
-15% -$315K 0.14% 145
2025
Q4 		$1.99M Buy
13,878
+854
+7% +$125K 0.16% 139
2025
Q3 		$1.83M Sell
13,024
-469
-3% -$67K 0.15% 142
2025
Q2 		$1.78M Sell
13,493
-325
-2% -$43.8K 0.17% 132
2025
Q1 		$2.07M Sell
13,818
-539
-4% -$80.2K 0.21% 106
2024
Q4 		$2.18M Sell
14,357
-52
-0.4% -$8.52K 0.23% 104
2024
Q3 		$2.45M Buy
14,409
+1,016
+8% +$175K 0.31% 91
2024
Q2 		$2.21M Buy
13,393
+47
+0.4% +$8.11K 0.32% 86
2024
Q1 		$2.34M Buy
13,346
+5,884
+79% +$991K 0.37% 73
2023
Q4 		$1.27M Buy
7,462
+2,483
+50% +$412K 0.24% 108
2023
Q3 		$844K Sell
4,979
-99
-2% -$18K 0.23% 110
2023
Q2 		$941K Sell
5,078
-11
-0.2% -$2.05K 0.26% 102
2023
Q1 		$928K Buy
5,089
+1,987
+64% +$347K 0.27% 95
2022
Q4 		$560K Sell
3,102
-140
-4% -$25K 0.2% 122
2022
Q3 		$529K Sell
3,242
-80
-2% -$13.8K 0.21% 115
2022
Q2 		$554K Buy
3,322
+653
+24% +$110K 0.22% 111
2022
Q1 		$447K Buy
2,669
+126
+5% +$21.2K 0.16% 132
2021
Q4 		$446K Sell
2,543
-17
-0.7% -$2.78K 0.17% 135
2021
Q3 		$385K Buy
2,560
+623
+32% +$96.4K 0.15% 144
2021
Q2 		$287K Buy
1,937
+4
+0.2% +$583 0.13% 160
2021
Q1 		$273K Buy
1,933
+11
+0.6% +$1.51K 0.13% 156
2020
Q4 		$274K Sell
1,922
-441
-19% -$62.7K 0.15% 138
2020
Q3 		$327K Buy
2,363
+160
+7% +$21.8K 0.21% 106
2020
Q2 		$291K Sell
2,203
-10
-0.5% -$1.32K 0.23% 102
2020
Q1 		$266K Buy
2,213
+237
+12% +$32K 0.27% 93
2019
Q4 		$279K Sell
1,976
-70
-3% -$9.53K 0.2% 112
2019
Q3 		$280K Buy
2,046
+407
+25% +$54.1K 0.22% 98
2019
Q2 		$215K Buy
+1,639
New +$210K 0.17% 120

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

MONECO Advisors's PEP Position: Q1 2026 in Review

MONECO Advisors reduced its PepsiCo (PEP) stake by 15% in Q1 2026, selling an estimated $315K and leaving 11,856 shares worth $1.84M. The position accounts for 0.14% of the portfolio, ranked #145.

MONECO Advisors first reported a position in PEP in Q2 2019 and has held it in 28 quarters since. The position peaked at $2.45M in Q3 2024. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • MONECO Advisors held 11,856 shares of PepsiCo worth $1.84M as of Q1 2026.
  • MONECO Advisors sold 2,022 PepsiCo shares in Q1 2026, an estimated $315K.
  • PepsiCo made up 0.14% of MONECO Advisors's portfolio in Q1 2026, its #145 holding.
  • MONECO Advisors first reported a position in PepsiCo in Q2 2019 and has held it in 28 quarters since.
  • MONECO Advisors's PepsiCo position peaked at $2.45M in Q3 2024.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.