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Moody Aldrich Partners’s PepsiCo PEP Stock Holding History

Moody Aldrich 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
2025
Q1 		– Sell
-2,304
Closed -$350K – 205
2024
Q4 		$350K Sell
2,304
-322
-12% -$52.8K 0.06% 147
2024
Q3 		$447K Sell
2,626
-291
-10% -$50K 0.08% 133
2024
Q2 		$481K Buy
2,917
+7
+0.2% +$1.21K 0.09% 132
2024
Q1 		$509K Buy
2,910
+234
+9% +$39.4K 0.09% 138
2023
Q4 		$454K Buy
2,676
+485
+22% +$80.4K 0.08% 138
2023
Q3 		$362K Buy
+2,191
New +$398K 0.07% 152

Other funds holding PEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Moody Aldrich Partners's PEP Position: Q1 2025 in Review

Moody Aldrich Partners sold out of PepsiCo (PEP) in Q1 2025, closing a stake of 2,304 shares — an estimated $350K sold.

Moody Aldrich Partners first reported a position in PEP in Q3 2023 and held it in 6 quarters. The position peaked at $509K in Q1 2024. 3,421 funds tracked by Wall St. Rank hold PEP as of Q1 2025.

  • Moody Aldrich Partners reported no remaining PepsiCo position as of Q1 2025 after selling out during the quarter.
  • Moody Aldrich Partners sold 2,304 PepsiCo shares in Q1 2025, an estimated $350K.
  • Moody Aldrich Partners first reported a position in PepsiCo in Q3 2023 and held it in 6 quarters.
  • Moody Aldrich Partners's PepsiCo position peaked at $509K in Q1 2024.
  • 3,421 funds tracked by Wall St. Rank held PepsiCo as of Q1 2025.

Based on Moody Aldrich Partners's 13F filing for Q1 2025, filed 29 Apr 2025.