MIM
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Moseley Investment Management’s PepsiCo PEP Stock Holding History

Moseley Investment 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 		$1.3M Sell
8,354
-6,246
-43% -$973K 0.41% 56
2025
Q4 		$2.1M Sell
14,600
-1,804
-11% -$265K 0.65% 38
2025
Q3 		$2.3M Sell
16,404
-627
-4% -$89.5K 0.7% 37
2025
Q2 		$2.25M Sell
17,031
-688
-4% -$92.7K 0.77% 34
2025
Q1 		$2.66M Buy
17,719
+57
+0.3% +$8.48K 1.04% 20
2024
Q4 		$2.69M Sell
17,662
-627
-3% -$103K 1.05% 20
2024
Q3 		$3.11M Buy
18,289
+739
+4% +$127K 1.24% 20
2024
Q2 		$2.89M Buy
17,550
+174
+1% +$30K 1.34% 17
2024
Q1 		$3.04M Buy
17,376
+498
+3% +$83.8K 1.51% 15
2023
Q4 		$2.87M Buy
16,878
+69
+0.4% +$11.4K 1.59% 15
2023
Q3 		$2.85M Buy
16,809
+76
+0.5% +$13.8K 1.7% 13
2023
Q2 		$3.1M Buy
16,733
+391
+2% +$73K 1.81% 12
2023
Q1 		$2.98M Buy
16,342
+723
+5% +$126K 1.93% 12
2022
Q4 		$2.82M Sell
15,619
-125
-0.8% -$22.3K 2.02% 11
2022
Q3 		$2.57M Sell
15,744
-839
-5% -$145K 1.89% 12
2022
Q2 		$2.76M Buy
16,583
+1,159
+8% +$195K 1.93% 11
2022
Q1 		$2.58M Sell
15,424
-1,517
-9% -$255K 1.4% 16
2021
Q4 		$2.94M Sell
16,941
-292
-2% -$47.7K 1.34% 17
2021
Q3 		$2.6M Buy
17,233
+310
+2% +$48K 1.3% 20
2021
Q2 		$2.51M Buy
16,923
+2,094
+14% +$305K 1.23% 17
2021
Q1 		$2.1M Buy
14,829
+2,516
+20% +$345K 1.16% 21
2020
Q4 		$1.83M Buy
12,313
+545
+5% +$77.5K 1.06% 24
2020
Q3 		$1.63M Buy
11,768
+136
+1% +$18.5K 1.16% 19
2020
Q2 		$1.54M Buy
11,632
+1,665
+17% +$219K 1.28% 15
2020
Q1 		$1.2M Buy
9,967
+229
+2% +$30.9K 1.41% 19
2019
Q4 		$1.33M Sell
9,738
-42
-0.4% -$5.72K 1.31% 22
2019
Q3 		$1.34M Sell
9,780
-453
-4% -$60.2K 1.41% 19
2019
Q2 		$1.34M Buy
10,233
+831
+9% +$107K 1.25% 23
2019
Q1 		$1.15M Buy
+9,402
New +$1.07M 1.2% 22

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

Moseley Investment Management's PEP Position: Q1 2026 in Review

Moseley Investment Management reduced its PepsiCo (PEP) stake by 43% in Q1 2026, selling an estimated $973K and leaving 8,354 shares worth $1.3M. The position accounts for 0.41% of the portfolio, ranked #56.

Moseley Investment Management first reported a position in PEP in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.11M in Q3 2024. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Moseley Investment Management held 8,354 shares of PepsiCo worth $1.3M as of Q1 2026.
  • Moseley Investment Management sold 6,246 PepsiCo shares in Q1 2026, an estimated $973K.
  • PepsiCo made up 0.41% of Moseley Investment Management's portfolio in Q1 2026, its #56 holding.
  • Moseley Investment Management first reported a position in PepsiCo in Q1 2019 and has held it in 29 quarters since.
  • Moseley Investment Management's PepsiCo position peaked at $3.11M in Q3 2024.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.