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IAG Wealth Partners’s PepsiCo PEP Stock Holding History

IAG Wealth Partners’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 		$198K Hold
1,464
– – 0.02% 128
2026
Q1 		$227K Buy
1,464
+964
+193% +$150K 0.03% 118
2025
Q4 		$71.8K Hold
500
– – 0.01% 183
2025
Q3 		$70.2K Sell
500
-244
-33% -$34.8K 0.01% 188
2025
Q2 		$98.2K Sell
744
-210
-22% -$28.3K 0.01% 151
2025
Q1 		$143K Sell
954
-82
-8% -$12.2K 0.02% 121
2024
Q4 		$158K Hold
1,036
– – 0.03% 106
2024
Q3 		$176K Hold
1,036
– – 0.03% 101
2024
Q2 		$171K Sell
1,036
-690
-40% -$119K 0.03% 99
2024
Q1 		$302K Buy
1,726
+495
+40% +$83.3K 0.06% 73
2023
Q4 		$209K Buy
1,231
+29
+2% +$4.81K 0.05% 82
2023
Q3 		$204K Sell
1,202
-145
-11% -$26.3K 0.06% 75
2023
Q2 		$249K Sell
1,347
-249
-16% -$46.5K 0.07% 73
2023
Q1 		$291K Buy
1,596
+92
+6% +$16.1K 0.08% 61
2022
Q4 		$272K Hold
1,504
– – 0.08% 60
2022
Q3 		$246K Buy
1,504
+104
+7% +$17.9K 0.08% 55
2022
Q2 		$233K Sell
1,400
-32
-2% -$5.39K 0.08% 58
2022
Q1 		$240K Buy
+1,432
New +$240K 0.08% 59
2021
Q4 		– Sell
-1,520
Closed -$229K – 420
2021
Q3 		$229K Hold
1,520
– – 0.08% 51
2021
Q2 		$226K Hold
1,520
– – 0.08% 48
2021
Q1 		$216K Hold
1,520
– – 0.08% 46
2020
Q4 		$226K Hold
1,520
– – 0.09% 49
2020
Q3 		$211K Sell
1,520
-28
-2% -$3.81K 0.1% 50
2020
Q2 		$205K Hold
1,548
– – 0.1% 46
2020
Q1 		$186K Hold
1,548
– – 0.12% 49
2019
Q4 		$212K Buy
+1,548
New +$211K 0.14% 46

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

IAG Wealth Partners's PEP Position: Q2 2026 in Review

IAG Wealth Partners held its PepsiCo (PEP) position steady in Q2 2026 at 1,464 shares worth $198K. The position accounts for 0.02% of the portfolio, ranked #128.

IAG Wealth Partners first reported a position in PEP in Q4 2019 and has held it in 26 quarters since. The position peaked at $302K in Q1 2024. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • IAG Wealth Partners held 1,464 shares of PepsiCo worth $198K as of Q2 2026.
  • IAG Wealth Partners left its PepsiCo share count unchanged in Q2 2026.
  • PepsiCo made up 0.02% of IAG Wealth Partners's portfolio in Q2 2026, its #128 holding.
  • IAG Wealth Partners first reported a position in PepsiCo in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's PepsiCo position peaked at $302K in Q1 2024.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.