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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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Insight Wealth Strategies's PEP Position: Q2 2026 in Review

Insight Wealth Strategies reduced its PepsiCo (PEP) stake by 32% in Q2 2026, selling an estimated $101K and leaving 1,440 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #180.

Insight Wealth Strategies first reported a position in PEP in Q2 2020 and has held it in 15 quarters since. The position peaked at $2.16M in Q4 2021. 1,261 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Insight Wealth Strategies held 1,440 shares of PepsiCo worth $203K as of Q2 2026.
  • Insight Wealth Strategies sold 676 PepsiCo shares in Q2 2026, an estimated $101K.
  • PepsiCo made up 0.02% of Insight Wealth Strategies's portfolio in Q2 2026, its #180 holding.
  • Insight Wealth Strategies first reported a position in PepsiCo in Q2 2020 and has held it in 15 quarters since.
  • Insight Wealth Strategies's PepsiCo position peaked at $2.16M in Q4 2021.
  • 1,261 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.