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Investor's Fiduciary Advisor Network’s PepsiCo PEP Stock Holding History

Investor's Fiduciary Advisor Network’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
Q1 		$829K Buy
5,338
+283
+6% +$44.1K 0.25% 105
2025
Q4 		$725K Buy
5,055
+49
+1% +$7.2K 0.16% 135
2025
Q3 		$703K Sell
5,006
-69
-1% -$9.85K 0.24% 106
2025
Q2 		$670K Buy
5,075
+3,517
+226% +$474K 0.25% 104
2025
Q1 		$233K Sell
1,558
-3,722
-70% -$554K 0.11% 154
2024
Q4 		$802K Buy
+5,280
New +$865K 0.31% 83

Other funds holding PEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Investor's Fiduciary Advisor Network's PEP Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network increased its PepsiCo (PEP) stake by 5.6% in Q1 2026, buying an estimated $44.1K and bringing the position to 5,338 shares worth $829K. The position accounts for 0.25% of the portfolio, ranked #105.

Investor's Fiduciary Advisor Network first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Investor's Fiduciary Advisor Network held 5,338 shares of PepsiCo worth $829K as of Q1 2026.
  • Investor's Fiduciary Advisor Network bought 283 PepsiCo shares in Q1 2026, an estimated $44.1K.
  • PepsiCo made up 0.25% of Investor's Fiduciary Advisor Network's portfolio in Q1 2026, its #105 holding.
  • Investor's Fiduciary Advisor Network first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.