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IFP Advisors’s PepsiCo PEP Stock Holding History

IFP 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 		$3.62M Buy
26,736
+3,752
+16% +$561K 0.07% 328
2026
Q1 		$3.57M Sell
22,984
-187
-0.8% -$29.1K 0.07% 294
2025
Q4 		$3.33M Buy
23,171
+2,990
+15% +$439K 0.07% 291
2025
Q3 		$2.83M Buy
20,181
+967
+5% +$138K 0.07% 293
2025
Q2 		$2.54M Sell
19,214
-435
-2% -$58.6K 0.07% 303
2025
Q1 		$2.95M Buy
19,649
+992
+5% +$148K 0.09% 258
2024
Q4 		$2.84M Sell
18,657
-5,022
-21% -$823K 0.09% 245
2024
Q3 		$4.03M Buy
23,679
+2,158
+10% +$371K 0.15% 148
2024
Q2 		$3.55M Sell
21,521
-1,602
-7% -$276K 0.14% 149
2024
Q1 		$4.05M Buy
23,123
+2,809
+14% +$473K 0.18% 121
2023
Q4 		$3.45M Sell
20,314
-1,768
-8% -$293K 0.16% 132
2023
Q3 		$3.74M Buy
22,082
+3,309
+18% +$601K 0.17% 119
2023
Q2 		$3.48M Sell
18,773
-520
-3% -$97K 0.15% 140
2023
Q1 		$1.81M Sell
19,293
-25,577
-57% -$4.47M 0.08% 251
2022
Q4 		$4.24M Sell
44,870
-12,614
-22% -$2.25M 0.11% 178
2022
Q3 		$5.4M Buy
57,484
+8,100
+16% +$1.4M 0.14% 150
2022
Q2 		$4.63M Hold
49,384
– – 0.15% 151
2022
Q1 		$4.63M Buy
49,384
+27,190
+123% +$4.56M 0.15% 151
2021
Q4 		$3.85M Sell
22,194
-379
-2% -$61.9K 0.08% 158
2021
Q3 		$3.4M Buy
22,573
+2,406
+12% +$372K 0.07% 172
2021
Q2 		$2.99M Sell
20,167
-173
-0.9% -$25.2K 0.06% 177
2021
Q1 		$2.88M Buy
20,340
+1,986
+11% +$273K 0.06% 166
2020
Q4 		$2.72M Sell
18,354
-2,008
-10% -$285K 0.11% 160
2020
Q3 		$2.82M Buy
20,362
+675
+3% +$91.8K 0.17% 121
2020
Q2 		$2.58M Buy
19,687
+1,297
+7% +$171K 0.2% 104
2020
Q1 		$2.21M Sell
18,390
-149
-0.8% -$20.1K 0.22% 106
2019
Q4 		$2.56M Sell
18,539
-13,626
-42% -$1.85M 0.19% 124
2019
Q3 		$4.37M Buy
+32,165
New +$4.27M 0.29% 76
2019
Q1 		$1.03M Sell
8,390
-15,292
-65% -$1.74M 0.14% 156
2018
Q4 		$2.61M Sell
23,682
-11,712
-33% -$1.32M 0.16% 149
2018
Q3 		$3.96M Sell
35,394
-1,234
-3% -$140K 0.16% 145
2018
Q2 		$3.99M Sell
36,628
-2,143
-6% -$221K 0.17% 141
2018
Q1 		$4.65M Hold
38,771
– – 0.21% 99
2017
Q4 		$4.65M Sell
38,771
-36,657
-49% -$4.19M 0.21% 99
2017
Q3 		$8.4M Sell
75,428
-2,043
-3% -$236K 0.33% 59
2017
Q2 		$8.95M Sell
77,471
-3,087
-4% -$354K 0.38% 50
2017
Q1 		$9.01M Sell
80,558
-2,532
-3% -$272K 0.39% 51
2016
Q4 		$8.69M Buy
83,090
+5,865
+8% +$614K 0.42% 43
2016
Q3 		$8.4M Buy
77,225
+917
+1% +$98.8K 0.44% 40
2016
Q2 		$8.08M Buy
76,308
+67,918
+810% +$7.01M 0.45% 42
2016
Q1 		$1.03M Sell
8,390
-55,435
-87% -$5.48M 0.14% 156
2015
Q4 		$6.38M Buy
+63,825
New +$6.37M 0.43% 50

Other funds holding PEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

IFP Advisors's PEP Position: Q2 2026 in Review

IFP Advisors increased its PepsiCo (PEP) stake by 16% in Q2 2026, buying an estimated $561K and bringing the position to 26,736 shares worth $3.62M. The position accounts for 0.07% of the portfolio, ranked #328.

IFP Advisors first reported a position in PEP in Q4 2015 and has held it in 42 quarters since. The position peaked at $9.01M in Q1 2017. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • IFP Advisors held 26,736 shares of PepsiCo worth $3.62M as of Q2 2026.
  • IFP Advisors bought 3,752 PepsiCo shares in Q2 2026, an estimated $561K.
  • PepsiCo made up 0.07% of IFP Advisors's portfolio in Q2 2026, its #328 holding.
  • IFP Advisors first reported a position in PepsiCo in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's PepsiCo position peaked at $9.01M in Q1 2017.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.