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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Moss Adams Wealth Advisors's PEP Position: Q1 2026 in Review

Moss Adams Wealth Advisors increased its PepsiCo (PEP) stake by 5% in Q1 2026, buying an estimated $29.8K and bringing the position to 3,979 shares worth $618K. The position accounts for 0.05% of the portfolio, ranked #121.

Moss Adams Wealth Advisors first reported a position in PEP in Q3 2023 and has held it in 11 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Moss Adams Wealth Advisors held 3,979 shares of PepsiCo worth $618K as of Q1 2026.
Moss Adams Wealth Advisors bought 191 PepsiCo shares in Q1 2026, an estimated $29.8K.
PepsiCo made up 0.05% of Moss Adams Wealth Advisors's portfolio in Q1 2026, its #121 holding.
Moss Adams Wealth Advisors first reported a position in PepsiCo in Q3 2023 and has held it in 11 quarters since.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.