IWN
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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
Q3 		$265K Sell
2,095
-24
-1% -$3.31K 0.07% 261
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Independent Wealth Network's PEP Position: Q3 2026 in Review

Independent Wealth Network reduced its PepsiCo (PEP) stake by 1.1% in Q3 2026, selling an estimated $3.31K and leaving 2,095 shares worth $265K. The position accounts for 0.07% of the portfolio, ranked #261.

Independent Wealth Network first reported a position in PEP in Q3 2021 and has held it in 21 quarters since. The position peaked at $333K in Q2 2023. 2,052 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Independent Wealth Network held 2,095 shares of PepsiCo worth $265K as of Q3 2026.
  • Independent Wealth Network sold 24 PepsiCo shares in Q3 2026, an estimated $3.31K.
  • PepsiCo made up 0.07% of Independent Wealth Network's portfolio in Q3 2026, its #261 holding.
  • Independent Wealth Network first reported a position in PepsiCo in Q3 2021 and has held it in 21 quarters since.
  • Independent Wealth Network's PepsiCo position peaked at $333K in Q2 2023.
  • 2,052 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.