Ipsen Advisor Group’s PepsiCo PEP Stock Holding History

Ipsen Advisor 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 Q1	$1.24M	Buy	7,981 +169	+2%	+$26.3K	0.87%	31
2025 Q4	$1.12M	Buy	7,812 +135	+2%	+$19.8K	0.8%	39
2025 Q3	$1.08M	Buy	7,677 +486	+7%	+$69.4K	0.78%	37
2025 Q2	$950K	Buy	7,191 +4,017	+127%	+$541K	0.72%	40
2025 Q1	$476K	Buy	3,174 +84	+3%	+$12.5K	0.41%	63
2024 Q4	$470K	Buy	+3,090	New	+$506K	0.4%	60
2022 Q4	$356K	Buy	+1,969	New	+$351K	0.41%	66

Other funds holding PEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Ipsen Advisor Group's PEP Position: Q1 2026 in Review

Ipsen Advisor Group increased its PepsiCo (PEP) stake by 2.2% in Q1 2026, buying an estimated $26.3K and bringing the position to 7,981 shares worth $1.24M. The position accounts for 0.87% of the portfolio, ranked #31.

Ipsen Advisor Group first reported a position in PEP in Q4 2022 and has held it in 7 quarters since. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Ipsen Advisor Group held 7,981 shares of PepsiCo worth $1.24M as of Q1 2026.
Ipsen Advisor Group bought 169 PepsiCo shares in Q1 2026, an estimated $26.3K.
PepsiCo made up 0.87% of Ipsen Advisor Group's portfolio in Q1 2026, its #31 holding.
Ipsen Advisor Group first reported a position in PepsiCo in Q4 2022 and has held it in 7 quarters since.
3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.