AIA
PEP icon

AssuredPartners Investment Advisors’s PepsiCo PEP Stock Holding History

AssuredPartners Investment 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 		$4.03M Buy
29,785
+1,707
+6% +$255K 0.39% 67
2026
Q1 		$4.4M Buy
28,078
+17,416
+163% +$2.71M 0.48% 58
2025
Q4 		$1.53M Buy
10,662
+6,072
+132% +$892K 0.23% 105
2025
Q3 		$645K Buy
4,590
+1,606
+54% +$229K 0.14% 114
2025
Q2 		$394K Sell
2,984
-4,871
-62% -$656K 0.1% 157
2025
Q1 		$1.18M Buy
7,855
+2,359
+43% +$351K 0.23% 111
2024
Q4 		$836K Buy
+5,496
New +$900K 0.16% 139

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

AssuredPartners Investment Advisors's PEP Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its PepsiCo (PEP) stake by 6.1% in Q2 2026, buying an estimated $255K and bringing the position to 29,785 shares worth $4.03M. The position accounts for 0.39% of the portfolio, ranked #67.

AssuredPartners Investment Advisors first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.4M in Q1 2026. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • AssuredPartners Investment Advisors held 29,785 shares of PepsiCo worth $4.03M as of Q2 2026.
  • AssuredPartners Investment Advisors bought 1,707 PepsiCo shares in Q2 2026, an estimated $255K.
  • PepsiCo made up 0.39% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #67 holding.
  • AssuredPartners Investment Advisors first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
  • AssuredPartners Investment Advisors's PepsiCo position peaked at $4.4M in Q1 2026.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.