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Investment Research & Advisory Group’s PepsiCo PEP Stock Holding History

Investment Research & Advisory Group’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 		$36.5K Sell
245
-79
-24% -$11.8K 0.01% 158
2026
Q1 		$55.4K Buy
324
+2
+0.6% +$312 0.02% 121
2025
Q4 		$50.6K Hold
322
– – 0.02% 118
2025
Q3 		$49.1K Buy
322
+2
+0.6% +$286 0.02% 115
2025
Q2 		$42.4K Buy
320
+232
+264% +$31.3K 0.02% 114
2025
Q1 		$13.2K Hold
88
– – 0.01% 156
2024
Q4 		$13.4K Hold
88
– – 0.01% 146
2024
Q3 		$15K Hold
88
– – 0.01% 141
2024
Q2 		$14.5K Hold
88
– – 0.01% 138
2024
Q1 		$15.4K Hold
88
– – 0.01% 139
2023
Q4 		$14.9K Hold
88
– – 0.01% 133
2023
Q3 		$14.9K Hold
88
– – 0.01% 131
2023
Q2 		$16.3K Hold
88
– – 0.01% 138
2023
Q1 		$16K Hold
88
– – 0.01% 122
2022
Q4 		$15.9K Hold
88
– – 0.01% 123
2022
Q3 		$14K Hold
88
– – 0.01% 124
2022
Q2 		$15K Hold
88
– – 0.01% 125
2022
Q1 		$15K Hold
88
– – 0.01% 142
2021
Q4 		$15K Hold
88
– – 0.01% 145
2021
Q3 		$13K Buy
88
+29
+49% +$4.49K 0.01% 128
2021
Q2 		$9K Buy
59
+49
+490% +$7.14K 0.01% 139
2021
Q1 		$1K Hold
10
– – ﹤0.01% 141
2020
Q4 		$1K Sell
10
-91
-90% -$12.9K ﹤0.01% 147
2020
Q3 		$14K Hold
101
– – 0.01% 125
2020
Q2 		$13K Hold
101
– – 0.01% 125
2020
Q1 		$12K Hold
101
– – 0.01% 120
2019
Q4 		$14K Buy
+101
New +$13.7K 0.01% 141

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

Investment Research & Advisory Group's PEP Position: Q2 2026 in Review

Investment Research & Advisory Group reduced its PepsiCo (PEP) stake by 24% in Q2 2026, selling an estimated $11.8K and leaving 245 shares worth $36.5K. The position accounts for 0.01% of the portfolio, ranked #158.

Investment Research & Advisory Group first reported a position in PEP in Q4 2019 and has held it in 27 quarters since. The position peaked at $55.4K in Q1 2026. 1,370 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Investment Research & Advisory Group held 245 shares of PepsiCo worth $36.5K as of Q2 2026.
  • Investment Research & Advisory Group sold 79 PepsiCo shares in Q2 2026, an estimated $11.8K.
  • PepsiCo made up 0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #158 holding.
  • Investment Research & Advisory Group first reported a position in PepsiCo in Q4 2019 and has held it in 27 quarters since.
  • Investment Research & Advisory Group's PepsiCo position peaked at $55.4K in Q1 2026.
  • 1,370 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.