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 Q2	$1.27M	Buy	9,411 +1,046	+13%	+$156K	0.05%	267
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Insigneo Advisory Services's PEP Position: Q2 2026 in Review

Insigneo Advisory Services increased its PepsiCo (PEP) stake by 13% in Q2 2026, buying an estimated $156K and bringing the position to 9,411 shares worth $1.27M. The position accounts for 0.05% of the portfolio, ranked #267.

Insigneo Advisory Services first reported a position in PEP in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.4M in Q1 2024. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Insigneo Advisory Services held 9,411 shares of PepsiCo worth $1.27M as of Q2 2026.
Insigneo Advisory Services bought 1,046 PepsiCo shares in Q2 2026, an estimated $156K.
PepsiCo made up 0.05% of Insigneo Advisory Services's portfolio in Q2 2026, its #267 holding.
Insigneo Advisory Services first reported a position in PepsiCo in Q4 2022 and has held it in 15 quarters since.
Insigneo Advisory Services's PepsiCo position peaked at $2.4M in Q1 2024.
3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.