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 Q2	$671K	Sell	4,963 -375	-7%	-$56.1K	0.23%	96
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Investor's Fiduciary Advisor Network's PEP Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its PepsiCo (PEP) stake by 7% in Q2 2026, selling an estimated $56.1K and leaving 4,963 shares worth $671K. The position accounts for 0.23% of the portfolio, ranked #96.

Investor's Fiduciary Advisor Network first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $829K in Q1 2026. 3,424 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Investor's Fiduciary Advisor Network held 4,963 shares of PepsiCo worth $671K as of Q2 2026.
Investor's Fiduciary Advisor Network sold 375 PepsiCo shares in Q2 2026, an estimated $56.1K.
PepsiCo made up 0.23% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #96 holding.
Investor's Fiduciary Advisor Network first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
Investor's Fiduciary Advisor Network's PepsiCo position peaked at $829K in Q1 2026.
3,424 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.