Morey & Quinn Wealth Partners’s PepsiCo PEP Stock Holding History

Morey & Quinn 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 Q2	$442K	Sell	3,262 -30	-0.9%	-$4.49K	0.28%	86
2026 Q1	$511K	Hold	3,292	–	–	0.36%	71
2025 Q4	$472K	Sell	3,292 -75	-2%	-$11K	0.34%	74
2025 Q3	$473K	Sell	3,367 -50	-1%	-$7.14K	0.35%	72
2025 Q2	$451K	Sell	3,417 -71	-2%	-$9.56K	0.36%	74
2025 Q1	$523K	Buy	3,488 +56	+2%	+$8.34K	0.43%	57
2024 Q4	$522K	Buy	+3,432	New	+$562K	0.44%	56

Other funds holding PEP

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Morey & Quinn Wealth Partners's PEP Position: Q2 2026 in Review

Morey & Quinn Wealth Partners reduced its PepsiCo (PEP) stake by 0.91% in Q2 2026, selling an estimated $4.49K and leaving 3,262 shares worth $442K. The position accounts for 0.28% of the portfolio, ranked #86.

Morey & Quinn Wealth Partners first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $523K in Q1 2025. 1,218 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Morey & Quinn Wealth Partners held 3,262 shares of PepsiCo worth $442K as of Q2 2026.
Morey & Quinn Wealth Partners sold 30 PepsiCo shares in Q2 2026, an estimated $4.49K.
PepsiCo made up 0.28% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #86 holding.
Morey & Quinn Wealth Partners first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
Morey & Quinn Wealth Partners's PepsiCo position peaked at $523K in Q1 2025.
1,218 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.