Investment Partners Asset Management’s PepsiCo PEP Stock Holding History

Investment Partners Asset Management’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 Q3	$464K	Buy	3,664 +152	+4%	+$20.9K	0.25%	102
2026 Q2	$476K	Sell	3,512 -730	-17%	-$109K	0.26%	101
2026 Q1	$659K	Sell	4,242 -169	-4%	-$26.3K	0.41%	74
2025 Q4	$633K	Sell	4,411 -583	-12%	-$85.7K	0.39%	70
2025 Q3	$701K	Sell	4,994 -160	-3%	-$22.8K	0.46%	59
2025 Q2	$681K	Sell	5,154 -231	-4%	-$31.1K	0.47%	62
2025 Q1	$807K	Buy	5,385 +1,407	+35%	+$209K	0.63%	45
2024 Q4	$605K	Buy	3,978 +431	+12%	+$70.6K	0.47%	60
2024 Q3	$603K	Buy	3,547 +672	+23%	+$115K	0.49%	61
2024 Q2	$474K	Buy	2,875 +15	+0.5%	+$2.59K	0.42%	74
2024 Q1	$501K	Buy	2,860 +721	+34%	+$121K	0.45%	69
2023 Q4	$363K	Buy	+2,139	New	+$355K	0.36%	84

Other funds holding PEP

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

NPA

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Investment Partners Asset Management's PEP Position: Q3 2026 in Review

Investment Partners Asset Management increased its PepsiCo (PEP) stake by 4.3% in Q3 2026, buying an estimated $20.9K and bringing the position to 3,664 shares worth $464K. The position accounts for 0.25% of the portfolio, ranked #102.

Investment Partners Asset Management first reported a position in PEP in Q4 2023 and has held it in 12 quarters since. The position peaked at $807K in Q1 2025. 498 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

Investment Partners Asset Management held 3,664 shares of PepsiCo worth $464K as of Q3 2026.
Investment Partners Asset Management bought 152 PepsiCo shares in Q3 2026, an estimated $20.9K.
PepsiCo made up 0.25% of Investment Partners Asset Management's portfolio in Q3 2026, its #102 holding.
Investment Partners Asset Management first reported a position in PepsiCo in Q4 2023 and has held it in 12 quarters since.
Investment Partners Asset Management's PepsiCo position peaked at $807K in Q1 2025.
498 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.