IWS
PEP icon

Insight Wealth Strategies’s PepsiCo PEP Stock Holding History

Insight Wealth Strategies’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 		– Sell
-1,440
Closed -$203K – 201
2026
Q2 		$203K Sell
1,440
-676
-32% -$101K 0.02% 180
2026
Q1 		$329K Sell
2,116
-15
-0.7% -$2.34K 0.04% 148
2025
Q4 		$306K Buy
2,131
+103
+5% +$15.1K 0.04% 142
2025
Q3 		$285K Buy
2,028
+113
+6% +$16.1K 0.03% 149
2025
Q2 		$259K Buy
1,915
+12
+0.6% +$1.62K 0.03% 148
2025
Q1 		$285K Sell
1,903
-1,834
-49% -$273K 0.04% 138
2024
Q4 		$568K Buy
3,737
+15
+0.4% +$2.46K 0.08% 118
2024
Q3 		$633K Buy
+3,722
New +$639K 0.08% 123
2022
Q1 		– Sell
-12,415
Closed -$2.16M – 168
2021
Q4 		$2.16M Buy
12,415
+267
+2% +$43.6K 0.31% 46
2021
Q3 		$1.83M Buy
12,148
+366
+3% +$56.7K 0.26% 57
2021
Q2 		$1.75M Buy
11,782
+9,290
+373% +$1.35M 0.25% 55
2021
Q1 		$352K Buy
2,492
+6
+0.2% +$823 0.05% 165
2020
Q4 		$369K Buy
2,486
+113
+5% +$16.1K 0.06% 139
2020
Q3 		$329K Buy
2,373
+258
+12% +$35.1K 0.06% 134
2020
Q2 		$280K Buy
+2,115
New +$279K 0.06% 135

Other funds holding PEP

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

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

Insight Wealth Strategies sold out of PepsiCo (PEP) in Q3 2026, closing a stake of 1,440 shares — an estimated $203K sold.

Insight Wealth Strategies first reported a position in PEP in Q2 2020 and held it in 15 quarters. The position peaked at $2.16M in Q4 2021. 176 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Insight Wealth Strategies reported no remaining PepsiCo position as of Q3 2026 after selling out during the quarter.
  • Insight Wealth Strategies sold 1,440 PepsiCo shares in Q3 2026, an estimated $203K.
  • Insight Wealth Strategies first reported a position in PepsiCo in Q2 2020 and held it in 15 quarters.
  • Insight Wealth Strategies's PepsiCo position peaked at $2.16M in Q4 2021.
  • 176 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.