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 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 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

Mowery & Schoenfeld Wealth Management's PEP Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its PepsiCo (PEP) stake by 85% in Q1 2026, selling an estimated $30.7K and leaving 34 shares worth $5.28K. The position accounts for 0.01% of the portfolio, ranked #273.

Mowery & Schoenfeld Wealth Management first reported a position in PEP in Q4 2023 and has held it in 8 quarters since. The position peaked at $78.6K in Q1 2024. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 34 shares of PepsiCo worth $5.28K as of Q1 2026.
Mowery & Schoenfeld Wealth Management sold 197 PepsiCo shares in Q1 2026, an estimated $30.7K.
PepsiCo made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #273 holding.
Mowery & Schoenfeld Wealth Management first reported a position in PepsiCo in Q4 2023 and has held it in 8 quarters since.
Mowery & Schoenfeld Wealth Management's PepsiCo position peaked at $78.6K in Q1 2024.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.