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Investment Research Partners’s PepsiCo PEP Stock Holding History

Investment Research Partners’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 		$302K Buy
2,233
+841
+60% +$126K 0.1% 210
2026
Q1 		$216K Sell
1,392
-1,639
-54% -$255K 0.09% 222
2025
Q4 		$435K Sell
3,031
-10
-0.3% -$1.47K 0.19% 128
2025
Q3 		$444K Buy
+3,041
New +$434K 0.2% 120

Other funds holding PEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Investment Research Partners's PEP Position: Q2 2026 in Review

Investment Research Partners increased its PepsiCo (PEP) stake by 60% in Q2 2026, buying an estimated $126K and bringing the position to 2,233 shares worth $302K. The position accounts for 0.1% of the portfolio, ranked #210.

Investment Research Partners first reported a position in PEP in Q3 2025 and has held it in 4 quarters since. The position peaked at $444K in Q3 2025. 2,756 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Investment Research Partners held 2,233 shares of PepsiCo worth $302K as of Q2 2026.
  • Investment Research Partners bought 841 PepsiCo shares in Q2 2026, an estimated $126K.
  • PepsiCo made up 0.1% of Investment Research Partners's portfolio in Q2 2026, its #210 holding.
  • Investment Research Partners first reported a position in PepsiCo in Q3 2025 and has held it in 4 quarters since.
  • Investment Research Partners's PepsiCo position peaked at $444K in Q3 2025.
  • 2,756 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.