IWN
PEP icon

Independent Wealth Network’s PepsiCo PEP Stock Holding History

Independent Wealth Network’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 		$287K Buy
2,119
+129
+6% +$19.3K 0.07% 254
2026
Q1 		$309K Buy
1,990
+8
+0.4% +$1.25K 0.09% 214
2025
Q4 		$285K Sell
1,982
-5
-0.3% -$735 0.09% 211
2025
Q3 		$279K Buy
1,987
+22
+1% +$3.14K 0.09% 217
2025
Q2 		$260K Buy
1,965
+83
+4% +$11.2K 0.09% 213
2025
Q1 		$282K Sell
1,882
-17
-0.9% -$2.53K 0.11% 186
2024
Q4 		$289K Buy
1,899
+33
+2% +$5.41K 0.12% 176
2024
Q3 		$317K Sell
1,866
-155
-8% -$26.6K 0.14% 163
2024
Q2 		$333K Buy
2,021
+149
+8% +$25.7K 0.16% 152
2024
Q1 		$328K Sell
1,872
-33
-2% -$5.56K 0.15% 159
2023
Q4 		$324K Buy
1,905
+91
+5% +$15.1K 0.17% 141
2023
Q3 		$307K Buy
1,814
+14
+0.8% +$2.54K 0.19% 130
2023
Q2 		$333K Buy
1,800
+48
+3% +$8.96K 0.2% 132
2023
Q1 		$319K Buy
1,752
+220
+14% +$38.5K 0.2% 127
2022
Q4 		$277K Buy
1,532
+1
+0.1% +$178 0.19% 133
2022
Q3 		$250K Sell
1,531
-80
-5% -$13.8K 0.2% 137
2022
Q2 		$269K Sell
1,611
-21
-1% -$3.54K 0.19% 133
2022
Q1 		$273K Buy
1,632
+41
+3% +$6.88K 0.17% 150
2021
Q4 		$276K Hold
1,591
– – 0.17% 146
2021
Q3 		$261K Buy
+1,591
New +$246K 0.17% 150

Other funds holding PEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Independent Wealth Network's PEP Position: Q2 2026 in Review

Independent Wealth Network increased its PepsiCo (PEP) stake by 6.5% in Q2 2026, buying an estimated $19.3K and bringing the position to 2,119 shares worth $287K. The position accounts for 0.07% of the portfolio, ranked #254.

Independent Wealth Network first reported a position in PEP in Q3 2021 and has held it in 20 quarters since. The position peaked at $333K in Q2 2023. 1,230 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Independent Wealth Network held 2,119 shares of PepsiCo worth $287K as of Q2 2026.
  • Independent Wealth Network bought 129 PepsiCo shares in Q2 2026, an estimated $19.3K.
  • PepsiCo made up 0.07% of Independent Wealth Network's portfolio in Q2 2026, its #254 holding.
  • Independent Wealth Network first reported a position in PepsiCo in Q3 2021 and has held it in 20 quarters since.
  • Independent Wealth Network's PepsiCo position peaked at $333K in Q2 2023.
  • 1,230 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.