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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Mosley Wealth Management's PEP Position: Q2 2026 in Review

Mosley Wealth Management increased its PepsiCo (PEP) stake by 85% in Q2 2026, buying an estimated $198K and bringing the position to 2,883 shares worth $390K. The position accounts for 0.12% of the portfolio, ranked #111.

Mosley Wealth Management first reported a position in PEP in Q4 2023 and has held it in 7 quarters since. The position peaked at $523K in Q3 2024. 2,210 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Mosley Wealth Management held 2,883 shares of PepsiCo worth $390K as of Q2 2026.
Mosley Wealth Management bought 1,324 PepsiCo shares in Q2 2026, an estimated $198K.
PepsiCo made up 0.12% of Mosley Wealth Management's portfolio in Q2 2026, its #111 holding.
Mosley Wealth Management first reported a position in PepsiCo in Q4 2023 and has held it in 7 quarters since.
Mosley Wealth Management's PepsiCo position peaked at $523K in Q3 2024.
2,210 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.