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Independent Solutions Wealth Management’s PepsiCo PEP Stock Holding History

Independent Solutions 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
Q1 		$526K Buy
3,388
+235
+7% +$36.6K 0.08% 134
2025
Q4 		$453K Sell
3,153
-646
-17% -$94.9K 0.08% 128
2025
Q3 		$534K Buy
3,799
+244
+7% +$34.8K 0.09% 122
2025
Q2 		$469K Sell
3,555
-173
-5% -$23.3K 0.09% 127
2025
Q1 		$559K Buy
3,728
+486
+15% +$72.3K 0.13% 120
2024
Q4 		$493K Sell
3,242
-119
-4% -$19.5K 0.11% 123
2024
Q3 		$572K Buy
3,361
+719
+27% +$124K 0.13% 111
2024
Q2 		$436K Sell
2,642
-250
-9% -$43.1K 0.1% 126
2024
Q1 		$506K Sell
2,892
-662
-19% -$111K 0.12% 124
2023
Q4 		$604K Sell
3,554
-2,142
-38% -$355K 0.15% 112
2023
Q3 		$965K Buy
5,696
+167
+3% +$30.3K 0.25% 93
2023
Q2 		$1.02M Buy
5,529
+794
+17% +$148K 0.26% 89
2023
Q1 		$863K Sell
4,735
-580
-11% -$101K 0.25% 91
2022
Q4 		$960K Buy
5,315
+148
+3% +$26.4K 0.29% 85
2022
Q3 		$844K Buy
5,167
+395
+8% +$68.1K 0.28% 82
2022
Q2 		$795K Buy
4,772
+1,148
+32% +$193K 0.25% 86
2022
Q1 		$607K Sell
3,624
-66
-2% -$11.1K 0.14% 119
2021
Q4 		$641K Sell
3,690
-14
-0.4% -$2.29K 0.15% 117
2021
Q3 		$557K Buy
3,704
+97
+3% +$15K 0.14% 129
2021
Q2 		$534K Buy
3,607
+1,983
+122% +$289K 0.13% 131
2021
Q1 		$230K Sell
1,624
-157
-9% -$21.5K 0.06% 181
2020
Q4 		$264K Buy
+1,781
New +$253K 0.08% 157

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 Solutions Wealth Management's PEP Position: Q1 2026 in Review

Independent Solutions Wealth Management increased its PepsiCo (PEP) stake by 7.5% in Q1 2026, buying an estimated $36.6K and bringing the position to 3,388 shares worth $526K. The position accounts for 0.08% of the portfolio, ranked #134.

Independent Solutions Wealth Management first reported a position in PEP in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.02M in Q2 2023. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Independent Solutions Wealth Management held 3,388 shares of PepsiCo worth $526K as of Q1 2026.
  • Independent Solutions Wealth Management bought 235 PepsiCo shares in Q1 2026, an estimated $36.6K.
  • PepsiCo made up 0.08% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #134 holding.
  • Independent Solutions Wealth Management first reported a position in PepsiCo in Q4 2020 and has held it in 22 quarters since.
  • Independent Solutions Wealth Management's PepsiCo position peaked at $1.02M in Q2 2023.
  • 3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.