Insight Wealth Partners’s PepsiCo PEP Stock Holding History

Insight 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 Q3	$287K	Sell	2,261 -20	-0.9%	-$2.76K	0.04%	114
2026 Q2	$309K	Buy	2,281 +19	+0.8%	+$2.84K	0.04%	107
2026 Q1	$351K	Hold	2,262	–	–	0.05%	91
2025 Q4	$325K	Buy	2,262 +9	+0.4%	+$1.32K	0.04%	87
2025 Q3	$316K	Hold	2,253	–	–	0.1%	88
2025 Q2	$297K	Hold	2,253	–	–	0.12%	88
2025 Q1	$338K	Hold	2,253	–	–	0.06%	84
2024 Q4	$343K	Sell	2,253 -435	-16%	-$71.3K	0.05%	78
2024 Q3	$457K	Buy	2,688 +384	+17%	+$66K	0.09%	74
2024 Q2	$380K	Buy	2,304 +127	+6%	+$21.9K	0.07%	72
2024 Q1	$381K	Hold	2,177	–	–	0.07%	69
2023 Q4	$370K	Buy	+2,177	New	+$361K	0.06%	60

Other funds holding PEP

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Insight Wealth Partners's PEP Position: Q3 2026 in Review

Insight Wealth Partners reduced its PepsiCo (PEP) stake by 0.88% in Q3 2026, selling an estimated $2.76K and leaving 2,261 shares worth $287K. The position accounts for 0.04% of the portfolio, ranked #114.

Insight Wealth Partners first reported a position in PEP in Q4 2023 and has held it in 12 quarters since. The position peaked at $457K in Q3 2024. 1,132 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

Insight Wealth Partners held 2,261 shares of PepsiCo worth $287K as of Q3 2026.
Insight Wealth Partners sold 20 PepsiCo shares in Q3 2026, an estimated $2.76K.
PepsiCo made up 0.04% of Insight Wealth Partners's portfolio in Q3 2026, its #114 holding.
Insight Wealth Partners first reported a position in PepsiCo in Q4 2023 and has held it in 12 quarters since.
Insight Wealth Partners's PepsiCo position peaked at $457K in Q3 2024.
1,132 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.