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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
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 $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

AssuredPartners Investment Advisors's PEP Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its PepsiCo (PEP) stake by 163% in Q1 2026, buying an estimated $2.71M and bringing the position to 28,078 shares worth $4.4M. The position accounts for 0.48% of the portfolio, ranked #58.

AssuredPartners Investment Advisors first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • AssuredPartners Investment Advisors held 28,078 shares of PepsiCo worth $4.4M as of Q1 2026.
  • AssuredPartners Investment Advisors bought 17,416 PepsiCo shares in Q1 2026, an estimated $2.71M.
  • PepsiCo made up 0.48% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #58 holding.
  • AssuredPartners Investment Advisors first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.