IPA
PEP icon

Investment Planning Advisors’s PepsiCo PEP Stock Holding History

Investment Planning Advisors’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 		$251K Buy
1,857
+446
+32% +$66.7K 0.06% 108
2026
Q1 		$219K Buy
+1,411
New +$220K 0.06% 102

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 Planning Advisors's PEP Position: Q2 2026 in Review

Investment Planning Advisors increased its PepsiCo (PEP) stake by 32% in Q2 2026, buying an estimated $66.7K and bringing the position to 1,857 shares worth $251K. The position accounts for 0.06% of the portfolio, ranked #108.

Investment Planning Advisors first reported a position in PEP in Q1 2026 and has held it in 2 quarters since. 1,019 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Investment Planning Advisors held 1,857 shares of PepsiCo worth $251K as of Q2 2026.
  • Investment Planning Advisors bought 446 PepsiCo shares in Q2 2026, an estimated $66.7K.
  • PepsiCo made up 0.06% of Investment Planning Advisors's portfolio in Q2 2026, its #108 holding.
  • Investment Planning Advisors first reported a position in PepsiCo in Q1 2026 and has held it in 2 quarters since.
  • 1,019 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.