IFG
PEP icon

Independent Financial Group’s PepsiCo PEP Stock Holding History

Independent Financial Group’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 		$6.68M Buy
49,311
+5,829
+13% +$872K 0.12% 156
2026
Q1 		$6.75M Buy
43,482
+3,637
+9% +$567K 0.15% 138
2025
Q4 		$5.72M Sell
39,845
-4,875
-11% -$716K 0.13% 152
2025
Q3 		$6.28M Buy
44,720
+3,648
+9% +$521K 0.15% 124
2025
Q2 		$5.42M Buy
41,072
+369
+0.9% +$49.7K 0.15% 132
2025
Q1 		$6.1M Buy
40,703
+2,647
+7% +$394K 0.21% 90
2024
Q4 		$5.79M Sell
38,056
-130
-0.3% -$21.3K 0.19% 101
2024
Q3 		$6.49M Sell
38,186
-3,623
-9% -$622K 0.24% 80
2024
Q2 		$6.9M Buy
41,809
+19,361
+86% +$3.34M 0.28% 69
2024
Q1 		$3.93M Buy
22,448
+1,404
+7% +$236K 0.18% 122
2023
Q4 		$3.57M Buy
21,044
+1,442
+7% +$239K 0.19% 119
2023
Q3 		$3.32M Buy
19,602
+880
+5% +$160K 0.22% 95
2023
Q2 		$3.47M Buy
18,722
+1,499
+9% +$280K 0.24% 90
2023
Q1 		$3.14M Buy
17,223
+4,978
+41% +$870K 0.25% 88
2022
Q4 		$2.21M Buy
12,245
+447
+4% +$79.7K 0.19% 105
2022
Q3 		$1.93M Buy
11,798
+1,114
+10% +$192K 0.17% 116
2022
Q2 		$1.78M Buy
10,684
+1,212
+13% +$204K 0.19% 128
2022
Q1 		$1.59M Sell
9,472
-82
-0.9% -$13.8K 0.13% 162
2021
Q4 		$1.66M Buy
9,554
+214
+2% +$35K 0.14% 151
2021
Q3 		$1.4M Buy
9,340
+222
+2% +$34.4K 0.14% 146
2021
Q2 		$1.35M Buy
9,118
+61
+0.7% +$8.89K 0.14% 165
2021
Q1 		$1.28M Sell
9,057
-4,104
-31% -$563K 0.17% 153
2020
Q4 		$1.95M Buy
13,161
+74
+0.6% +$10.5K 0.29% 80
2020
Q3 		$1.81M Buy
13,087
+2,351
+22% +$320K 0.34% 66
2020
Q2 		$1.42M Sell
10,736
-305
-3% -$40.2K 0.31% 74
2020
Q1 		$1.33M Buy
+11,041
New +$1.49M 0.39% 62

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

Independent Financial Group's PEP Position: Q2 2026 in Review

Independent Financial Group increased its PepsiCo (PEP) stake by 13% in Q2 2026, buying an estimated $872K and bringing the position to 49,311 shares worth $6.68M. The position accounts for 0.12% of the portfolio, ranked #156.

Independent Financial Group first reported a position in PEP in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.9M in Q2 2024. 3,392 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Independent Financial Group held 49,311 shares of PepsiCo worth $6.68M as of Q2 2026.
  • Independent Financial Group bought 5,829 PepsiCo shares in Q2 2026, an estimated $872K.
  • PepsiCo made up 0.12% of Independent Financial Group's portfolio in Q2 2026, its #156 holding.
  • Independent Financial Group first reported a position in PepsiCo in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's PepsiCo position peaked at $6.9M in Q2 2024.
  • 3,392 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.