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Iams Wealth Management’s PepsiCo PEP Stock Holding History

Iams Wealth Management’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
2023
Q3 		– Sell
-10,554
Closed -$1.94M – 207
2023
Q2 		$1.94M Buy
+10,554
New +$1.97M 0.71% 53

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

Iams Wealth Management's PEP Position: Q2 2026 in Review

Iams Wealth Management increased its PepsiCo (PEP) stake by 16% in Q2 2026, buying an estimated $195K and bringing the position to 9,437 shares worth $1.28M. The position accounts for 0.38% of the portfolio, ranked #77.

Iams Wealth Management first reported a position in PEP in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.36M in Q1 2025. 3,401 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Iams Wealth Management held 9,437 shares of PepsiCo worth $1.28M as of Q2 2026.
  • Iams Wealth Management bought 1,303 PepsiCo shares in Q2 2026, an estimated $195K.
  • PepsiCo made up 0.38% of Iams Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Iams Wealth Management first reported a position in PepsiCo in Q4 2022 and has held it in 14 quarters since.
  • Iams Wealth Management's PepsiCo position peaked at $1.36M in Q1 2025.
  • 3,401 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.