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Impact Partnership Wealth’s PepsiCo PEP Stock Holding History

Impact Partnership Wealth’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 		$1.19M Buy
8,797
+2,761
+46% +$413K 0.12% 120
2026
Q1 		$937K Sell
6,036
-868
-13% -$135K 0.12% 126
2025
Q4 		$991K Buy
+6,904
New +$1.01M 0.13% 111
2024
Q2 		– Sell
-470
Closed -$82.3K – 539
2024
Q1 		$82.3K Hold
470
– – 0.03% 275
2023
Q4 		$79.8K Sell
470
-506
-52% -$83.9K 0.03% 278
2023
Q3 		$165K Buy
976
+388
+66% +$70.5K 0.05% 210
2023
Q2 		$109K Buy
+588
New +$110K 0.04% 177

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

Impact Partnership Wealth's PEP Position: Q2 2026 in Review

Impact Partnership Wealth increased its PepsiCo (PEP) stake by 46% in Q2 2026, buying an estimated $413K and bringing the position to 8,797 shares worth $1.19M. The position accounts for 0.12% of the portfolio, ranked #120.

Impact Partnership Wealth first reported a position in PEP in Q2 2023 and has held it in 7 quarters since. 3,417 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Impact Partnership Wealth held 8,797 shares of PepsiCo worth $1.19M as of Q2 2026.
  • Impact Partnership Wealth bought 2,761 PepsiCo shares in Q2 2026, an estimated $413K.
  • PepsiCo made up 0.12% of Impact Partnership Wealth's portfolio in Q2 2026, its #120 holding.
  • Impact Partnership Wealth first reported a position in PepsiCo in Q2 2023 and has held it in 7 quarters since.
  • 3,417 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.