IWM
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IMG Wealth Management’s PepsiCo PEP Stock Holding History

IMG 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
2026
Q1 		$17.1K Sell
110
-48
-30% -$7.48K 0.01% 251
2025
Q4 		$22.7K Buy
158
+74
+88% +$10.9K 0.01% 229
2025
Q3 		$11.8K Hold
84
– – 0.01% 248
2025
Q2 		$11.1K Sell
84
-399
-83% -$53.7K 0.01% 252
2025
Q1 		$72.4K Hold
483
– – 0.07% 124
2024
Q4 		$73.4K Buy
+483
New +$79.1K 0.07% 122

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

IMG Wealth Management's PEP Position: Q1 2026 in Review

IMG Wealth Management reduced its PepsiCo (PEP) stake by 30% in Q1 2026, selling an estimated $7.48K and leaving 110 shares worth $17.1K. The position accounts for 0.01% of the portfolio, ranked #251.

IMG Wealth Management first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. The position peaked at $73.4K in Q4 2024. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • IMG Wealth Management held 110 shares of PepsiCo worth $17.1K as of Q1 2026.
  • IMG Wealth Management sold 48 PepsiCo shares in Q1 2026, an estimated $7.48K.
  • PepsiCo made up 0.01% of IMG Wealth Management's portfolio in Q1 2026, its #251 holding.
  • IMG Wealth Management first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
  • IMG Wealth Management's PepsiCo position peaked at $73.4K in Q4 2024.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.