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Mowery & Schoenfeld Wealth Management’s PepsiCo PEP Stock Holding History

Mowery & Schoenfeld 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 		– Sell
-34
Closed -$5.28K – 378
2026
Q1 		$5.28K Sell
34
-197
-85% -$30.7K 0.01% 273
2025
Q4 		$33.2K Buy
+231
New +$33.9K 0.05% 165
2025
Q2 		– Sell
-182
Closed -$27.3K – 447
2025
Q1 		$27.3K Sell
182
-298
-62% -$44.4K 0.05% 179
2024
Q4 		$73K Buy
480
+266
+124% +$43.6K 0.14% 87
2024
Q3 		$36.4K Sell
214
-235
-52% -$40.4K 0.06% 118
2024
Q2 		$74.1K Hold
449
– – 0.11% 78
2024
Q1 		$78.6K Hold
449
– – 0.15% 61
2023
Q4 		$76.3K Buy
+449
New +$74.5K 0.15% 63

Other funds holding PEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's PEP Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 34 shares — an estimated $5.28K sold.

Mowery & Schoenfeld Wealth Management first reported a position in PEP in Q4 2023 and held it in 8 quarters. The position peaked at $78.6K in Q1 2024. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 34 PepsiCo shares in Q2 2026, an estimated $5.28K.
  • Mowery & Schoenfeld Wealth Management first reported a position in PepsiCo in Q4 2023 and held it in 8 quarters.
  • Mowery & Schoenfeld Wealth Management's PepsiCo position peaked at $78.6K in Q1 2024.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.