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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
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 $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

Impact Partnership Wealth's PEP Position: Q1 2026 in Review

Impact Partnership Wealth reduced its PepsiCo (PEP) stake by 13% in Q1 2026, selling an estimated $135K and leaving 6,036 shares worth $937K. The position accounts for 0.12% of the portfolio, ranked #126.

Impact Partnership Wealth first reported a position in PEP in Q2 2023 and has held it in 6 quarters since. The position peaked at $991K in Q4 2025. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Impact Partnership Wealth held 6,036 shares of PepsiCo worth $937K as of Q1 2026.
  • Impact Partnership Wealth sold 868 PepsiCo shares in Q1 2026, an estimated $135K.
  • PepsiCo made up 0.12% of Impact Partnership Wealth's portfolio in Q1 2026, its #126 holding.
  • Impact Partnership Wealth first reported a position in PepsiCo in Q2 2023 and has held it in 6 quarters since.
  • Impact Partnership Wealth's PepsiCo position peaked at $991K in Q4 2025.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.