IAA
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Independent Advisor Alliance’s PepsiCo PEP Stock Holding History

Independent Advisor Alliance’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 		$10.8M Sell
69,681
-412
-0.6% -$64.2K 0.12% 156
2025
Q4 		$10.1M Sell
70,093
-847
-1% -$124K 0.24% 59
2025
Q3 		$9.96M Sell
70,940
-13,093
-16% -$1.87M 0.26% 56
2025
Q2 		$11.1M Sell
84,033
-21,773
-21% -$2.93M 0.32% 53
2025
Q1 		$15.9M Sell
105,806
-101
-0.1% -$15K 0.52% 33
2024
Q4 		$16.1M Sell
105,907
-596
-0.6% -$97.7K 0.21% 98
2024
Q3 		$18.1M Sell
106,503
-515
-0.5% -$88.5K 0.66% 27
2024
Q2 		$17.7M Buy
107,018
+1,732
+2% +$299K 0.6% 32
2024
Q1 		$18.4M Buy
105,286
+412
+0.4% +$69.4K 0.67% 34
2023
Q4 		$17.8M Buy
104,874
+327
+0.3% +$54.2K 0.64% 34
2023
Q3 		$17.7M Sell
104,547
-2,919
-3% -$530K 0.8% 25
2023
Q2 		$19.9M Buy
107,466
+2,250
+2% +$420K 0.88% 23
2023
Q1 		$19.2M Buy
105,216
+6,972
+7% +$1.22M 0.92% 22
2022
Q4 		$17.7K Sell
98,244
-3,075
-3% -$548K 0.01% 157
2022
Q3 		$16.5M Buy
101,319
+4,165
+4% +$718K 0.96% 18
2022
Q2 		$16.2M Buy
97,154
+987
+1% +$166K 0.9% 23
2022
Q1 		$16.1M Buy
96,167
+770
+0.8% +$129K 0.77% 28
2021
Q4 		$16.6M Buy
95,397
+3,751
+4% +$613K 0.82% 25
2021
Q3 		$13.8M Buy
91,646
+2,099
+2% +$325K 0.77% 26
2021
Q2 		$13.3M Sell
89,547
-9,361
-9% -$1.36M 0.73% 29
2021
Q1 		$14M Buy
98,908
+4,732
+5% +$649K 0.83% 25
2020
Q4 		$14M Buy
94,176
+5,061
+6% +$719K 0.95% 21
2020
Q3 		$12.4M Buy
89,115
+43,470
+95% +$5.91M 0.94% 23
2020
Q2 		$6.04M Sell
45,645
-2,037
-4% -$269K 0.65% 29
2020
Q1 		$5.73M Sell
47,682
-6,761
-12% -$914K 0.83% 23
2019
Q4 		$7.44M Buy
54,443
+685
+1% +$93.2K 0.32% 68
2019
Q3 		$7.34M Sell
53,758
-504
-0.9% -$67K 0.9% 26
2019
Q2 		$6.19M Buy
54,262
+48,938
+919% +$6.27M 0.9% 24
2019
Q1 		$6.05M Sell
5,324
-40,427
-88% -$4.61M 0.85% 28
2018
Q4 		$5.06M Buy
45,751
+6,501
+17% +$733K 0.9% 31
2018
Q3 		$4.18M Buy
39,250
+974
+3% +$110K 0.75% 29
2018
Q2 		$3.98M Buy
38,276
+4,211
+12% +$435K 0.83% 30
2018
Q1 		$3.65M Buy
34,065
+488
+1% +$55.5K 0.81% 31
2017
Q4 		$3.96M Buy
33,577
+1,217
+4% +$139K 0.89% 29
2017
Q3 		$3.56M Buy
32,360
+1,635
+5% +$189K 0.98% 27
2017
Q2 		$3.51M Sell
30,725
-1,499
-5% -$172K 1.12% 23
2017
Q1 		$3.61M Buy
32,224
+1,640
+5% +$176K 0.57% 53
2016
Q4 		$3.16M Buy
+30,584
New +$3.2M 1.35% 16

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

Independent Advisor Alliance's PEP Position: Q1 2026 in Review

Independent Advisor Alliance reduced its PepsiCo (PEP) stake by 0.59% in Q1 2026, selling an estimated $64.2K and leaving 69,681 shares worth $10.8M. The position accounts for 0.12% of the portfolio, ranked #156.

Independent Advisor Alliance first reported a position in PEP in Q4 2016 and has held it in 38 quarters since. The position peaked at $19.9M in Q2 2023. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Independent Advisor Alliance held 69,681 shares of PepsiCo worth $10.8M as of Q1 2026.
  • Independent Advisor Alliance sold 412 PepsiCo shares in Q1 2026, an estimated $64.2K.
  • PepsiCo made up 0.12% of Independent Advisor Alliance's portfolio in Q1 2026, its #156 holding.
  • Independent Advisor Alliance first reported a position in PepsiCo in Q4 2016 and has held it in 38 quarters since.
  • Independent Advisor Alliance's PepsiCo position peaked at $19.9M in Q2 2023.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.