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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
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 $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

Insight Advisors's PEP Position: Q1 2026 in Review

Insight Advisors reduced its PepsiCo (PEP) stake by 42% in Q1 2026, selling an estimated $352K and leaving 3,164 shares worth $491K. The position accounts for 0.09% of the portfolio, ranked #141.

Insight Advisors first reported a position in PEP in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.82M in Q4 2022. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Insight Advisors held 3,164 shares of PepsiCo worth $491K as of Q1 2026.
  • Insight Advisors sold 2,262 PepsiCo shares in Q1 2026, an estimated $352K.
  • PepsiCo made up 0.09% of Insight Advisors's portfolio in Q1 2026, its #141 holding.
  • Insight Advisors first reported a position in PepsiCo in Q4 2020 and has held it in 22 quarters since.
  • Insight Advisors's PepsiCo position peaked at $1.82M in Q4 2022.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.