MWA
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Moser Wealth Advisors’s PepsiCo PEP Stock Holding History

Moser Wealth 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
2025
Q2 		$1.23M Buy
9,293
+228
+3% +$30.7K 0.59% 36
2025
Q1 		$1.36M Buy
9,065
+200
+2% +$29.8K 0.71% 32
2024
Q4 		$1.35M Sell
8,865
-366
-4% -$60K 0.7% 34
2024
Q3 		$1.57M Buy
9,231
+110
+1% +$18.9K 0.81% 33
2024
Q2 		$1.5M Buy
9,121
+305
+3% +$52.6K 0.82% 32
2024
Q1 		$1.54M Buy
8,816
+168
+2% +$28.3K 0.86% 31
2023
Q4 		$1.47M Buy
8,648
+225
+3% +$37.3K 0.94% 26
2023
Q3 		$1.43M Buy
8,423
+15
+0.2% +$2.72K 1% 27
2023
Q2 		$1.56M Buy
+8,408
New +$1.57M 1.05% 26
2022
Q4 		$1.54M Buy
8,516
+390
+5% +$69.6K 1.16% 25
2022
Q3 		$1.33M Buy
8,126
+10
+0.1% +$1.72K 1.04% 25
2022
Q2 		$1.35M Sell
8,116
-146
-2% -$24.6K 1.01% 25
2022
Q1 		$1.38M Buy
8,262
+812
+11% +$136K 0.86% 28
2021
Q4 		$1.29M Buy
7,450
+623
+9% +$102K 0.78% 32
2021
Q3 		$1.03M Hold
6,827
– – 0.66% 38
2021
Q2 		$1.01M Sell
6,827
-14
-0.2% -$2.04K 0.65% 42
2021
Q1 		$968K Buy
6,841
+150
+2% +$20.6K 0.68% 36
2020
Q4 		$992K Buy
6,691
+1,275
+24% +$181K 0.73% 34
2020
Q3 		$751K Buy
5,416
+5,306
+4,824% +$722K 0.6% 37
2020
Q2 		$15K Buy
110
+10
+10% +$1.32K 0.01% 97
2020
Q1 		$12K Hold
100
– – 0.01% 103
2019
Q4 		$14K Buy
+100
New +$13.6K 0.01% 119

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Moser Wealth Advisors's PEP Position: Q2 2025 in Review

Moser Wealth Advisors increased its PepsiCo (PEP) stake by 2.5% in Q2 2025, buying an estimated $30.7K and bringing the position to 9,293 shares worth $1.23M. The position accounts for 0.59% of the portfolio, ranked #36.

Moser Wealth Advisors first reported a position in PEP in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.57M in Q3 2024. 3,319 funds tracked by Wall St. Rank hold PEP as of Q2 2025.

  • Moser Wealth Advisors held 9,293 shares of PepsiCo worth $1.23M as of Q2 2025.
  • Moser Wealth Advisors bought 228 PepsiCo shares in Q2 2025, an estimated $30.7K.
  • PepsiCo made up 0.59% of Moser Wealth Advisors's portfolio in Q2 2025, its #36 holding.
  • Moser Wealth Advisors first reported a position in PepsiCo in Q4 2019 and has held it in 22 quarters since.
  • Moser Wealth Advisors's PepsiCo position peaked at $1.57M in Q3 2024.
  • 3,319 funds tracked by Wall St. Rank held PepsiCo as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.