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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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

MSH Capital Advisors's PEP Position: Q1 2026 in Review

MSH Capital Advisors increased its PepsiCo (PEP) stake by 13% in Q1 2026, buying an estimated $188K and bringing the position to 10,569 shares worth $1.64M. The position accounts for 0.35% of the portfolio, ranked #80.

MSH Capital Advisors first reported a position in PEP in Q4 2021 and has held it in 18 quarters since. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • MSH Capital Advisors held 10,569 shares of PepsiCo worth $1.64M as of Q1 2026.
  • MSH Capital Advisors bought 1,208 PepsiCo shares in Q1 2026, an estimated $188K.
  • PepsiCo made up 0.35% of MSH Capital Advisors's portfolio in Q1 2026, its #80 holding.
  • MSH Capital Advisors first reported a position in PepsiCo in Q4 2021 and has held it in 18 quarters since.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.