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MSH Capital Advisors’s PepsiCo PEP Stock Holding History

MSH Capital 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 		$1.37M Sell
10,140
-429
-4% -$64.1K 0.24% 98
2026
Q1 		$1.64M Buy
10,569
+1,208
+13% +$188K 0.35% 80
2025
Q4 		$1.34M Buy
9,361
+697
+8% +$102K 0.29% 93
2025
Q3 		$1.22M Sell
8,664
-173
-2% -$24.7K 0.33% 81
2025
Q2 		$1.17M Buy
8,837
+383
+5% +$51.6K 0.34% 82
2025
Q1 		$1.27M Buy
8,454
+598
+8% +$89K 0.39% 73
2024
Q4 		$1.19M Sell
7,856
-378
-5% -$61.9K 0.38% 71
2024
Q3 		$1.4M Sell
8,234
-4
-0% -$687 0.43% 73
2024
Q2 		$1.36M Sell
8,238
-134
-2% -$23.1K 0.45% 68
2024
Q1 		$1.47M Buy
8,372
+656
+9% +$110K 0.51% 61
2023
Q4 		$1.31M Sell
7,716
-602
-7% -$99.8K 0.49% 64
2023
Q3 		$1.41M Buy
8,318
+69
+0.8% +$12.5K 0.55% 61
2023
Q2 		$1.53M Buy
8,249
+3,528
+75% +$658K 0.56% 61
2023
Q1 		$861K Buy
4,721
+5
+0.1% +$874 0.37% 81
2022
Q4 		$852K Buy
4,716
+110
+2% +$19.6K 0.38% 81
2022
Q3 		$752K Buy
4,606
+5
+0.1% +$862 0.37% 86
2022
Q2 		$767K Sell
4,601
-6
-0.1% -$1.01K 0.36% 87
2022
Q1 		$771K Buy
4,607
+318
+7% +$53.4K 0.32% 91
2021
Q4 		$745K Buy
+4,289
New +$701K 0.33% 85

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 $3.37T AUM 44.26% 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

MSH Capital Advisors's PEP Position: Q2 2026 in Review

MSH Capital Advisors reduced its PepsiCo (PEP) stake by 4.1% in Q2 2026, selling an estimated $64.1K and leaving 10,140 shares worth $1.37M. The position accounts for 0.24% of the portfolio, ranked #98.

MSH Capital Advisors first reported a position in PEP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.64M in Q1 2026. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • MSH Capital Advisors held 10,140 shares of PepsiCo worth $1.37M as of Q2 2026.
  • MSH Capital Advisors sold 429 PepsiCo shares in Q2 2026, an estimated $64.1K.
  • PepsiCo made up 0.24% of MSH Capital Advisors's portfolio in Q2 2026, its #98 holding.
  • MSH Capital Advisors first reported a position in PepsiCo in Q4 2021 and has held it in 19 quarters since.
  • MSH Capital Advisors's PepsiCo position peaked at $1.64M in Q1 2026.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.