Innova Wealth Partners’s PepsiCo PEP Stock Holding History

Innova Wealth Partners’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	$423K	Sell	3,124 -37	-1%	-$5.53K	0.17%	100
2026 Q1	$491K	Sell	3,161 -25	-0.8%	-$3.9K	0.23%	78
2025 Q4	$457K	Sell	3,186 -11	-0.3%	-$1.62K	0.23%	73
2025 Q3	$449K	Buy	3,197 +40	+1%	+$5.71K	0.24%	67
2025 Q2	$417K	Hold	3,157	–	–	0.25%	59
2025 Q1	$473K	Hold	3,157	–	–	0.29%	53
2024 Q4	$480K	Buy	+3,157	New	+$517K	0.3%	49
2024 Q3	–	Sell	-3,207	Closed	-$529K	–	120
2024 Q2	$529K	Hold	3,207	–	–	0.38%	49
2024 Q1	$561K	Buy	3,207 +250	+8%	+$42.1K	0.43%	40
2023 Q4	$502K	Buy	2,957 +15	+0.5%	+$2.49K	0.43%	34
2023 Q3	$498K	Hold	2,942	–	–	0.45%	30
2023 Q2	$545K	Buy	2,942 +75	+3%	+$14K	0.46%	32
2023 Q1	$523K	Hold	2,867	–	–	0.46%	27
2022 Q4	$518K	Hold	2,867	–	–	0.45%	30
2022 Q3	$468K	Sell	2,867 -25	-0.9%	-$4.31K	0.43%	25
2022 Q2	$482K	Hold	2,892	–	–	0.41%	25
2022 Q1	$484K	Hold	2,892	–	–	0.35%	33
2021 Q4	$502K	Sell	2,892 -75	-3%	-$12.3K	0.36%	37
2021 Q3	$446K	Sell	2,967 -50	-2%	-$7.74K	0.35%	39
2021 Q2	$447K	Hold	3,017	–	–	0.35%	40
2021 Q1	$427K	Hold	3,017	–	–	0.36%	39
2020 Q4	$447K	Buy	+3,017	New	+$429K	0.42%	38

Other funds holding PEP

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

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Innova Wealth Partners's PEP Position: Q2 2026 in Review

Innova Wealth Partners reduced its PepsiCo (PEP) stake by 1.2% in Q2 2026, selling an estimated $5.53K and leaving 3,124 shares worth $423K. The position accounts for 0.17% of the portfolio, ranked #100.

Innova Wealth Partners first reported a position in PEP in Q4 2020 and has held it in 22 quarters since. The position peaked at $561K in Q1 2024. 1,240 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Innova Wealth Partners held 3,124 shares of PepsiCo worth $423K as of Q2 2026.
Innova Wealth Partners sold 37 PepsiCo shares in Q2 2026, an estimated $5.53K.
PepsiCo made up 0.17% of Innova Wealth Partners's portfolio in Q2 2026, its #100 holding.
Innova Wealth Partners first reported a position in PepsiCo in Q4 2020 and has held it in 22 quarters since.
Innova Wealth Partners's PepsiCo position peaked at $561K in Q1 2024.
1,240 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.