IPS
PEP icon

Investors Portfolio Services’s PepsiCo PEP Stock Holding History

Investors Portfolio Services’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 		$9.45K Buy
70
+4
+6% +$598 0.01% 149
2026
Q1 		$10.1K Buy
66
+6
+10% +$935 0.01% 137
2025
Q4 		$8.63K Buy
+60
New +$8.82K 0.01% 132

Other funds holding PEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Investors Portfolio Services's PEP Position: Q2 2026 in Review

Investors Portfolio Services increased its PepsiCo (PEP) stake by 6.1% in Q2 2026, buying an estimated $598 and bringing the position to 70 shares worth $9.45K. The position accounts for 0.01% of the portfolio, ranked #149.

Investors Portfolio Services first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.1K in Q1 2026. 3,398 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Investors Portfolio Services held 70 shares of PepsiCo worth $9.45K as of Q2 2026.
  • Investors Portfolio Services bought 4 PepsiCo shares in Q2 2026, an estimated $598.
  • PepsiCo made up 0.01% of Investors Portfolio Services's portfolio in Q2 2026, its #149 holding.
  • Investors Portfolio Services first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
  • Investors Portfolio Services's PepsiCo position peaked at $10.1K in Q1 2026.
  • 3,398 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Investors Portfolio Services's 13F filing for Q2 2026, filed 14 Aug 2026.