Mosley Wealth Management’s PepsiCo PEP Stock Holding History

Mosley 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 Q3	$454K	Buy	3,535 +652	+23%	+$89.8K	0.13%	113
2026 Q2	$390K	Buy	2,883 +1,324	+85%	+$198K	0.12%	111
2026 Q1	$219K	Sell	1,559 -234	-13%	-$36.5K	0.1%	146
2025 Q4	$249K	Buy	+1,793	New	+$263K	0.11%	143
2024 Q4	–	Sell	-2,989	Closed	-$523K	–	121
2024 Q3	$523K	Buy	2,989 +385	+15%	+$66.1K	0.36%	65
2024 Q2	$429K	Buy	2,604 +273	+12%	+$47.1K	0.37%	63
2024 Q1	$408K	Sell	2,331 -31	-1%	-$5.22K	0.38%	63
2023 Q4	$401K	Buy	+2,362	New	+$392K	0.4%	59

Other funds holding PEP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mosley Wealth Management's PEP Position: Q3 2026 in Review

Mosley Wealth Management increased its PepsiCo (PEP) stake by 23% in Q3 2026, buying an estimated $89.8K and bringing the position to 3,535 shares worth $454K. The position accounts for 0.13% of the portfolio, ranked #113.

Mosley Wealth Management first reported a position in PEP in Q4 2023 and has held it in 8 quarters since. The position peaked at $523K in Q3 2024. 2,052 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

Mosley Wealth Management held 3,535 shares of PepsiCo worth $454K as of Q3 2026.
Mosley Wealth Management bought 652 PepsiCo shares in Q3 2026, an estimated $89.8K.
PepsiCo made up 0.13% of Mosley Wealth Management's portfolio in Q3 2026, its #113 holding.
Mosley Wealth Management first reported a position in PepsiCo in Q4 2023 and has held it in 8 quarters since.
Mosley Wealth Management's PepsiCo position peaked at $523K in Q3 2024.
2,052 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.