MWM
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Moran Wealth Management’s PepsiCo PEP Stock Holding History

Moran Wealth Management’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 		$15.3M Buy
98,836
+10,864
+12% +$1.69M 0.47% 63
2025
Q4 		$12.6M Sell
87,972
-816
-0.9% -$120K 0.39% 80
2025
Q3 		$12.5M Buy
88,788
+1,712
+2% +$244K 0.38% 87
2025
Q2 		$11.5M Buy
+87,076
New +$11.7M 0.35% 90
2024
Q4 		– Sell
-65,506
Closed -$11.1M – 448
2024
Q3 		$11.1M Buy
65,506
+253
+0.4% +$43.5K 0.34% 95
2024
Q2 		$10.8M Sell
65,253
-17,600
-21% -$3.04M 0.35% 97
2024
Q1 		$14.5M Buy
82,853
+61,538
+289% +$10.4M 0.47% 73
2023
Q4 		$3.62M Sell
21,315
-2,215
-9% -$367K 0.13% 194
2023
Q3 		$3.99M Sell
23,530
-2,739
-10% -$497K 0.15% 174
2023
Q2 		$4.87M Sell
26,269
-6,966
-21% -$1.3M 0.18% 156
2023
Q1 		$6.06M Sell
33,235
-3,412
-9% -$596K 0.23% 140
2022
Q4 		$6.62M Buy
+36,647
New +$6.54M 0.25% 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

Moran Wealth Management's PEP Position: Q1 2026 in Review

Moran Wealth Management increased its PepsiCo (PEP) stake by 12% in Q1 2026, buying an estimated $1.69M and bringing the position to 98,836 shares worth $15.3M. The position accounts for 0.47% of the portfolio, ranked #63.

Moran Wealth Management first reported a position in PEP in Q4 2022 and has held it in 12 quarters since. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Moran Wealth Management held 98,836 shares of PepsiCo worth $15.3M as of Q1 2026.
  • Moran Wealth Management bought 10,864 PepsiCo shares in Q1 2026, an estimated $1.69M.
  • PepsiCo made up 0.47% of Moran Wealth Management's portfolio in Q1 2026, its #63 holding.
  • Moran Wealth Management first reported a position in PepsiCo in Q4 2022 and has held it in 12 quarters since.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.