Integrated Investment Consultants’s PepsiCo PEP Stock Holding History

Integrated Investment Consultants’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	$2.2M	Buy	14,191 +40	+0.3%	+$6.23K	0.47%	45
2025 Q4	$2.03M	Buy	14,151 +7,314	+107%	+$1.07M	0.4%	48
2025 Q3	$960K	Buy	6,837 +268	+4%	+$38.3K	0.16%	89
2025 Q2	$867K	Buy	6,569 +1,034	+19%	+$139K	0.17%	95
2025 Q1	$830K	Sell	5,535 -6,566	-54%	-$977K	0.17%	99
2024 Q4	$1.84M	Buy	12,101 +8,222	+212%	+$1.35M	0.38%	51
2024 Q3	$660K	Sell	3,879 -315	-8%	-$54.1K	0.14%	112
2024 Q2	$734K	Hold	4,194	–	–	0.2%	82
2024 Q1	$734K	Sell	4,194 -258	-6%	-$43.4K	0.2%	82
2023 Q4	$756K	Sell	4,452 -251	-5%	-$41.6K	0.24%	74
2023 Q3	$797K	Sell	4,703 -440	-9%	-$79.9K	0.29%	56
2023 Q2	$953K	Buy	5,143 +281	+6%	+$52.4K	0.3%	48
2023 Q1	$886K	Sell	4,862 -423	-8%	-$73.9K	0.28%	50
2022 Q4	$955K	Buy	5,285 +178	+3%	+$31.7K	0.32%	50
2022 Q3	$834K	Sell	5,107 -130	-2%	-$22.4K	0.33%	45
2022 Q2	$873K	Sell	5,237 -448	-8%	-$75.4K	0.32%	47
2022 Q1	$951K	Sell	5,685 -120	-2%	-$20.1K	0.26%	65
2021 Q4	$1.01M	Buy	5,805 +355	+7%	+$58K	0.27%	59
2021 Q3	$820K	Buy	5,450 +164	+3%	+$25.4K	0.24%	74
2021 Q2	$783K	Buy	5,286 +24	+0.5%	+$3.5K	0.23%	76
2021 Q1	$744K	Sell	5,262 -1	-0%	-$137	0.26%	70
2020 Q4	$780K	Buy	5,263 +173	+3%	+$24.6K	0.29%	57
2020 Q3	$705K	Buy	5,090 +134	+3%	+$18.2K	0.33%	53
2020 Q2	$655K	Sell	4,956 -670	-12%	-$88.3K	0.31%	52
2020 Q1	$676K	Sell	5,626 -564	-9%	-$76.2K	0.4%	47
2019 Q4	$846K	Sell	6,190 -869	-12%	-$118K	0.35%	55
2019 Q3	$968K	Buy	7,059 +556	+9%	+$73.9K	0.5%	42
2019 Q2	$853K	Buy	6,503 +300	+5%	+$38.5K	0.44%	45
2019 Q1	$760K	Buy	6,203 +1,400	+29%	+$160K	0.41%	49
2018 Q4	$531K	Buy	4,803 +175	+4%	+$19.7K	0.28%	63
2018 Q3	$517K	Hold	4,628	–	–	0.25%	64
2018 Q2	$504K	Sell	4,628 -2,656	-36%	-$274K	0.26%	63
2018 Q1	$795K	Buy	+7,284	New	+$828K	0.31%	50
2017 Q3	$777K	Buy	6,977 +44	+0.6%	+$5.08K	0.34%	46
2017 Q2	$801K	Buy	6,933 +1	+0%	+$115	0.36%	44
2017 Q1	$775K	Sell	6,932 -1	-0%	-$107	0.35%	45
2016 Q4	$725K	Buy	6,933 +220	+3%	+$23K	0.35%	50
2016 Q3	$711K	Sell	6,713 -312	-4%	-$33.6K	0.36%	46
2016 Q2	$744K	Buy	7,025 +2,713	+63%	+$280K	0.42%	43
2016 Q1	$453K	Buy	4,312 +200	+5%	+$19.8K	0.26%	66
2015 Q4	$394K	Buy	+4,112	New	+$410K	0.31%	66

Other funds holding PEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Integrated Investment Consultants's PEP Position: Q1 2026 in Review

Integrated Investment Consultants increased its PepsiCo (PEP) stake by 0.28% in Q1 2026, buying an estimated $6.23K and bringing the position to 14,191 shares worth $2.2M. The position accounts for 0.47% of the portfolio, ranked #45.

Integrated Investment Consultants first reported a position in PEP in Q4 2015 and has held it in 41 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Integrated Investment Consultants held 14,191 shares of PepsiCo worth $2.2M as of Q1 2026.
Integrated Investment Consultants bought 40 PepsiCo shares in Q1 2026, an estimated $6.23K.
PepsiCo made up 0.47% of Integrated Investment Consultants's portfolio in Q1 2026, its #45 holding.
Integrated Investment Consultants first reported a position in PepsiCo in Q4 2015 and has held it in 41 quarters since.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Integrated Investment Consultants's 13F filing for Q1 2026, filed 1 Jun 2026.