IA
PEP icon

Insight Advisors’s PepsiCo PEP Stock Holding History

Insight Advisors’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 		$406K Sell
2,998
-166
-5% -$24.8K 0.07% 163
2026
Q1 		$491K Sell
3,164
-2,262
-42% -$352K 0.09% 141
2025
Q4 		$779K Sell
5,426
-287
-5% -$42.2K 0.12% 113
2025
Q3 		$803K Sell
5,713
-78
-1% -$11.1K 0.12% 114
2025
Q2 		$764K Sell
5,791
-33
-0.6% -$4.45K 0.12% 110
2025
Q1 		$874K Sell
5,824
-250
-4% -$37.2K 0.15% 93
2024
Q4 		$921K Sell
6,074
-276
-4% -$45.2K 0.16% 92
2024
Q3 		$1.08M Sell
6,350
-399
-6% -$68.5K 0.19% 87
2024
Q2 		$1.11M Sell
6,749
-558
-8% -$96.3K 0.2% 80
2024
Q1 		$1.28M Sell
7,307
-81
-1% -$13.6K 0.25% 70
2023
Q4 		$1.25M Buy
7,388
+53
+0.7% +$8.79K 0.27% 61
2023
Q3 		$1.24M Sell
7,335
-658
-8% -$120K 0.28% 60
2023
Q2 		$1.48M Buy
7,993
+12
+0.2% +$2.24K 0.33% 48
2023
Q1 		$1.45M Sell
7,981
-2,150
-21% -$376K 0.34% 47
2022
Q4 		$1.82M Buy
10,131
+750
+8% +$134K 0.64% 38
2022
Q3 		$1.53M Sell
9,381
-246
-3% -$42.4K 0.6% 41
2022
Q2 		$1.68M Sell
9,627
-289
-3% -$48.7K 0.57% 40
2022
Q1 		$1.66M Buy
9,916
+3,309
+50% +$556K 0.5% 46
2021
Q4 		$1.15M Sell
6,607
-17
-0.3% -$2.78K 0.34% 77
2021
Q3 		$1.09M Buy
6,624
+117
+2% +$18.1K 0.32% 81
2021
Q2 		$1.02M Sell
6,507
-202
-3% -$29.4K 0.32% 79
2021
Q1 		$968K Sell
6,709
-137
-2% -$18.8K 0.31% 84
2020
Q4 		$1.01M Buy
+6,846
New +$973K 0.38% 72

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

Insight Advisors's PEP Position: Q2 2026 in Review

Insight Advisors reduced its PepsiCo (PEP) stake by 5.2% in Q2 2026, selling an estimated $24.8K and leaving 2,998 shares worth $406K. The position accounts for 0.07% of the portfolio, ranked #163.

Insight Advisors first reported a position in PEP in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.82M in Q4 2022. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Insight Advisors held 2,998 shares of PepsiCo worth $406K as of Q2 2026.
  • Insight Advisors sold 166 PepsiCo shares in Q2 2026, an estimated $24.8K.
  • PepsiCo made up 0.07% of Insight Advisors's portfolio in Q2 2026, its #163 holding.
  • Insight Advisors first reported a position in PepsiCo in Q4 2020 and has held it in 23 quarters since.
  • Insight Advisors's PepsiCo position peaked at $1.82M in Q4 2022.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.