IWP
PEP icon

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
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 $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

IAG Wealth Partners's PEP Position: Q1 2026 in Review

IAG Wealth Partners increased its PepsiCo (PEP) stake by 193% in Q1 2026, buying an estimated $150K and bringing the position to 1,464 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #118.

IAG Wealth Partners first reported a position in PEP in Q4 2019 and has held it in 25 quarters since. The position peaked at $302K in Q1 2024. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • IAG Wealth Partners held 1,464 shares of PepsiCo worth $227K as of Q1 2026.
  • IAG Wealth Partners bought 964 PepsiCo shares in Q1 2026, an estimated $150K.
  • PepsiCo made up 0.03% of IAG Wealth Partners's portfolio in Q1 2026, its #118 holding.
  • IAG Wealth Partners first reported a position in PepsiCo in Q4 2019 and has held it in 25 quarters since.
  • IAG Wealth Partners's PepsiCo position peaked at $302K in Q1 2024.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.