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Insigneo Advisory Services’s PepsiCo PEP Stock Holding History

Insigneo Advisory Services’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 		$1.3M Buy
8,365
+1,268
+18% +$198K 0.09% 189
2025
Q4 		$1.02M Sell
7,097
-220
-3% -$32.3K 0.07% 205
2025
Q3 		$1.03M Buy
7,317
+1,199
+20% +$171K 0.07% 212
2025
Q2 		$808K Buy
6,118
+382
+7% +$51.5K 0.07% 221
2025
Q1 		$860K Sell
5,736
-629
-10% -$93.6K 0.09% 191
2024
Q4 		$968K Sell
6,365
-4,220
-40% -$691K 0.1% 168
2024
Q3 		$1.8M Sell
10,585
-1,302
-11% -$224K 0.18% 115
2024
Q2 		$2.07M Sell
11,887
-1,702
-13% -$294K 0.23% 87
2024
Q1 		$2.4M Sell
13,589
-7
-0.1% -$1.18K 0.28% 67
2023
Q4 		$2.33M Buy
13,596
+3,399
+33% +$564K 0.33% 63
2023
Q3 		$1.73M Buy
10,197
+367
+4% +$66.7K 0.35% 58
2023
Q2 		$1.82M Buy
9,830
+3,545
+56% +$662K 0.35% 60
2023
Q1 		$1.15M Buy
6,285
+69
+1% +$12.1K 0.36% 58
2022
Q4 		$1.13M Buy
+6,216
New +$1.11M 0.43% 50

Other funds holding PEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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

Insigneo Advisory Services's PEP Position: Q1 2026 in Review

Insigneo Advisory Services increased its PepsiCo (PEP) stake by 18% in Q1 2026, buying an estimated $198K and bringing the position to 8,365 shares worth $1.3M. The position accounts for 0.09% of the portfolio, ranked #189.

Insigneo Advisory Services first reported a position in PEP in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.4M in Q1 2024. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Insigneo Advisory Services held 8,365 shares of PepsiCo worth $1.3M as of Q1 2026.
  • Insigneo Advisory Services bought 1,268 PepsiCo shares in Q1 2026, an estimated $198K.
  • PepsiCo made up 0.09% of Insigneo Advisory Services's portfolio in Q1 2026, its #189 holding.
  • Insigneo Advisory Services first reported a position in PepsiCo in Q4 2022 and has held it in 14 quarters since.
  • Insigneo Advisory Services's PepsiCo position peaked at $2.4M in Q1 2024.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.