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Investment Advisory Services’s PepsiCo PEP Stock Holding History

Investment 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 		$1.77M Buy
13,061
+75
+0.6% +$11.2K 0.51% 47
2026
Q1 		$2.02M Sell
12,986
-344
-3% -$53.6K 0.64% 41
2025
Q4 		$1.91M Sell
13,330
-1,109
-8% -$163K 0.6% 41
2025
Q3 		$2.03M Sell
14,439
-218
-1% -$31.1K 0.64% 39
2025
Q2 		$1.94M Sell
14,657
-547
-4% -$73.7K 0.65% 40
2025
Q1 		$2.28M Sell
15,204
-96
-0.6% -$14.3K 0.82% 33
2024
Q4 		$2.33M Sell
15,300
-719
-4% -$118K 0.82% 33
2024
Q3 		$2.72M Sell
16,019
-284
-2% -$48.8K 0.96% 25
2024
Q2 		$2.69M Sell
16,303
-204
-1% -$35.2K 0.99% 28
2024
Q1 		$2.89M Sell
16,507
-242
-1% -$40.7K 1.06% 27
2023
Q4 		$2.84M Sell
16,749
-44
-0.3% -$7.3K 1.12% 23
2023
Q3 		$2.85M Sell
16,793
-222
-1% -$40.3K 1.22% 19
2023
Q2 		$3.15M Buy
17,015
+785
+5% +$146K 1.33% 17
2023
Q1 		$2.96M Buy
16,230
+139
+0.9% +$24.3K 1.46% 15
2022
Q4 		$2.93M Buy
16,091
+105
+0.7% +$18.7K 1.51% 15
2022
Q3 		$2.61M Buy
15,986
+128
+0.8% +$22.1K 1.56% 17
2022
Q2 		$2.64M Buy
15,858
+388
+3% +$65.3K 1.53% 16
2022
Q1 		$2.59M Buy
15,470
+100
+0.7% +$16.8K 1.44% 17
2021
Q4 		$2.67M Sell
15,370
-91
-0.6% -$14.9K 1.46% 19
2021
Q3 		$2.33M Sell
15,461
-199
-1% -$30.8K 1.42% 20
2021
Q2 		$2.32M Buy
+15,660
New +$2.28M 1.43% 17
2020
Q4 		$2.34M Buy
15,814
+91
+0.6% +$12.9K 1.64% 16
2020
Q3 		$2.18M Buy
15,723
+2
+0% +$272 1.72% 14
2020
Q2 		$2.08M Buy
15,721
+289
+2% +$38.1K 1.78% 15
2020
Q1 		$1.85M Buy
15,432
+422
+3% +$57K 1.99% 15
2019
Q4 		$2.05M Buy
+15,010
New +$2.04M 1.84% 15

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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Investment Advisory Services increased its PepsiCo (PEP) stake by 0.58% in Q2 2026, buying an estimated $11.2K and bringing the position to 13,061 shares worth $1.77M. The position accounts for 0.51% of the portfolio, ranked #47.

Investment Advisory Services first reported a position in PEP in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.15M in Q2 2023. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Investment Advisory Services held 13,061 shares of PepsiCo worth $1.77M as of Q2 2026.
  • Investment Advisory Services bought 75 PepsiCo shares in Q2 2026, an estimated $11.2K.
  • PepsiCo made up 0.51% of Investment Advisory Services's portfolio in Q2 2026, its #47 holding.
  • Investment Advisory Services first reported a position in PepsiCo in Q4 2019 and has held it in 26 quarters since.
  • Investment Advisory Services's PepsiCo position peaked at $3.15M in Q2 2023.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

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