Institute for Wealth Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $549K | Sell |
4,054
-160
| -4% | -$23.9K | 0.05% | 308 |
|
|
2026
Q1 | $654K | Buy |
4,214
+136
| +3% | +$21.2K | 0.07% | 263 |
|
|
2025
Q4 | $585K | Buy |
4,078
+256
| +7% | +$37.6K | 0.06% | 274 |
|
|
2025
Q3 | $537K | Buy |
3,822
+1,128
| +42% | +$161K | 0.06% | 309 |
|
|
2025
Q2 | $356K | Sell |
2,694
-130
| -5% | -$17.5K | 0.04% | 388 |
|
|
2025
Q1 | $423K | Sell |
2,824
-242
| -8% | -$36K | 0.05% | 328 |
|
|
2024
Q4 | $466K | Sell |
3,066
-59
| -2% | -$9.67K | 0.06% | 298 |
|
|
2024
Q3 | $531K | Sell |
3,125
-294
| -9% | -$50.5K | 0.07% | 285 |
|
|
2024
Q2 | $564K | Buy |
3,419
+42
| +1% | +$7.25K | 0.08% | 255 |
|
|
2024
Q1 | $591K | Buy |
3,377
+1
| +0% | +$168 | 0.08% | 257 |
|
|
2023
Q4 | $573K | Sell |
3,376
-17
| -0.5% | -$2.82K | 0.09% | 239 |
|
|
2023
Q3 | $575K | Buy |
3,393
+1
| +0% | +$182 | 0.1% | 236 |
|
|
2023
Q2 | $628K | Buy |
3,392
+1
| +0% | +$187 | 0.11% | 220 |
|
|
2023
Q1 | $618K | Sell |
3,391
-211
| -6% | -$36.9K | 0.12% | 222 |
|
|
2022
Q4 | $651K | Sell |
3,602
-52
| -1% | -$9.28K | 0.14% | 205 |
|
|
2022
Q3 | $597K | Buy |
3,654
+104
| +3% | +$17.9K | 0.13% | 201 |
|
|
2022
Q2 | $592K | Buy |
3,550
+130
| +4% | +$21.9K | 0.12% | 231 |
|
|
2022
Q1 | $572K | Hold |
3,420
| – | – | 0.09% | 267 |
|
|
2021
Q4 | $594K | Buy |
3,420
+16
| +0.5% | +$2.61K | 0.1% | 247 |
|
|
2021
Q3 | $512K | Hold |
3,404
| – | – | 0.09% | 273 |
|
|
2021
Q2 | $504K | Sell |
3,404
-30
| -0.9% | -$4.37K | 0.09% | 271 |
|
|
2021
Q1 | $486K | Sell |
3,434
-53
| -2% | -$7.27K | 0.09% | 274 |
|
|
2020
Q4 | $517K | Sell |
3,487
-230
| -6% | -$32.7K | 0.1% | 246 |
|
|
2020
Q3 | $515K | Buy |
3,717
+92
| +3% | +$12.5K | 0.12% | 220 |
|
|
2020
Q2 | $479K | Buy |
3,625
+9
| +0.2% | +$1.19K | 0.12% | 242 |
|
|
2020
Q1 | $434K | Sell |
3,616
-484
| -12% | -$65.4K | 0.13% | 206 |
|
|
2019
Q4 | $560K | Buy |
4,100
+1
| +0% | +$136 | 0.13% | 230 |
|
|
2019
Q3 | $562K | Sell |
4,099
-2,066
| -34% | -$274K | 0.14% | 214 |
|
|
2019
Q2 | $808K | Buy |
6,165
+371
| +6% | +$47.6K | 0.18% | 171 |
|
|
2019
Q1 | $711K | Buy |
+5,794
| New | +$660K | 0.15% | 182 |
|
|
2017
Q3 | – | Sell |
-4,622
| Closed | -$534K | – | 355 |
|
|
2017
Q2 | $534K | Buy |
+4,622
| New | +$530K | 0.15% | 215 |
|
Other funds holding PEP
Institute for Wealth Management's PEP Position: Q2 2026 in Review
Institute for Wealth Management reduced its PepsiCo (PEP) stake by 3.8% in Q2 2026, selling an estimated $23.9K and leaving 4,054 shares worth $549K. The position accounts for 0.05% of the portfolio, ranked #308.
Institute for Wealth Management first reported a position in PEP in Q2 2017 and has held it in 31 quarters since. The position peaked at $808K in Q2 2019. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.
- Institute for Wealth Management held 4,054 shares of PepsiCo worth $549K as of Q2 2026.
- Institute for Wealth Management sold 160 PepsiCo shares in Q2 2026, an estimated $23.9K.
- PepsiCo made up 0.05% of Institute for Wealth Management's portfolio in Q2 2026, its #308 holding.
- Institute for Wealth Management first reported a position in PepsiCo in Q2 2017 and has held it in 31 quarters since.
- Institute for Wealth Management's PepsiCo position peaked at $808K in Q2 2019.
- 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.