Moss Adams Wealth Advisors’s PepsiCo PEP Stock Holding History

Moss Adams 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
2026 Q2	$493K	Sell	3,641 -338	-8%	-$50.5K	0.03%	151
2026 Q1	$618K	Buy	3,979 +191	+5%	+$29.8K	0.05%	121
2025 Q4	$549K	Buy	3,788 +428	+13%	+$62.9K	0.04%	122
2025 Q3	$472K	Buy	3,360 +721	+27%	+$103K	0.04%	138
2025 Q2	$348K	Sell	2,639 -19	-0.7%	-$2.56K	0.03%	177
2025 Q1	$399K	Buy	2,658 +435	+20%	+$64.7K	0.04%	132
2024 Q4	$342K	Sell	2,223 -1,129	-34%	-$185K	0.04%	136
2024 Q3	$570K	Buy	3,352 +518	+18%	+$89K	0.06%	91
2024 Q2	$467K	Buy	2,834 +702	+33%	+$121K	0.06%	85
2024 Q1	$376K	Buy	2,132 +763	+56%	+$128K	0.06%	91
2023 Q4	$234K	Sell	1,369 -101	-7%	-$16.8K	0.05%	104
2023 Q3	$249K	Buy	+1,470	New	+$267K	0.09%	79

Other funds holding PEP

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Moss Adams Wealth Advisors's PEP Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its PepsiCo (PEP) stake by 8.5% in Q2 2026, selling an estimated $50.5K and leaving 3,641 shares worth $493K. The position accounts for 0.03% of the portfolio, ranked #151.

Moss Adams Wealth Advisors first reported a position in PEP in Q3 2023 and has held it in 12 quarters since. The position peaked at $618K in Q1 2026. 3,415 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Moss Adams Wealth Advisors held 3,641 shares of PepsiCo worth $493K as of Q2 2026.
Moss Adams Wealth Advisors sold 338 PepsiCo shares in Q2 2026, an estimated $50.5K.
PepsiCo made up 0.03% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #151 holding.
Moss Adams Wealth Advisors first reported a position in PepsiCo in Q3 2023 and has held it in 12 quarters since.
Moss Adams Wealth Advisors's PepsiCo position peaked at $618K in Q1 2026.
3,415 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.