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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
Q2 		$15.3K Buy
113
+3
+3% +$449 0.01% 271
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 $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

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

IMG Wealth Management increased its PepsiCo (PEP) stake by 2.7% in Q2 2026, buying an estimated $449 and bringing the position to 113 shares worth $15.3K. The position accounts for 0.01% of the portfolio, ranked #271.

IMG Wealth Management first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $73.4K in Q4 2024. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • IMG Wealth Management held 113 shares of PepsiCo worth $15.3K as of Q2 2026.
  • IMG Wealth Management bought 3 PepsiCo shares in Q2 2026, an estimated $449.
  • PepsiCo made up 0.01% of IMG Wealth Management's portfolio in Q2 2026, its #271 holding.
  • IMG Wealth Management first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
  • IMG Wealth Management's PepsiCo position peaked at $73.4K in Q4 2024.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.