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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
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

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 Wealth Partners's PEP Position: Q2 2026 in Review

Insight Wealth Partners increased its PepsiCo (PEP) stake by 0.84% in Q2 2026, buying an estimated $2.84K and bringing the position to 2,281 shares worth $309K. The position accounts for 0.04% of the portfolio, ranked #107.

Insight Wealth Partners first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $457K in Q3 2024. 3,407 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Insight Wealth Partners held 2,281 shares of PepsiCo worth $309K as of Q2 2026.
  • Insight Wealth Partners bought 19 PepsiCo shares in Q2 2026, an estimated $2.84K.
  • PepsiCo made up 0.04% of Insight Wealth Partners's portfolio in Q2 2026, its #107 holding.
  • Insight Wealth Partners first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
  • Insight Wealth Partners's PepsiCo position peaked at $457K in Q3 2024.
  • 3,407 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.