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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Wealth Partners's PEP Position: Q1 2026 in Review

Insight Wealth Partners held its PepsiCo (PEP) position steady in Q1 2026 at 2,262 shares worth $351K. The position accounts for 0.05% of the portfolio, ranked #91.

Insight Wealth Partners first reported a position in PEP in Q4 2023 and has held it in 10 quarters since. The position peaked at $457K in Q3 2024. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Insight Wealth Partners held 2,262 shares of PepsiCo worth $351K as of Q1 2026.
Insight Wealth Partners left its PepsiCo share count unchanged in Q1 2026.
PepsiCo made up 0.05% of Insight Wealth Partners's portfolio in Q1 2026, its #91 holding.
Insight Wealth Partners first reported a position in PepsiCo in Q4 2023 and has held it in 10 quarters since.
Insight Wealth Partners's PepsiCo position peaked at $457K in Q3 2024.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.