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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
Q2 		$1.09M Buy
8,085
+104
+1% +$15.6K 0.7% 40
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
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

Ipsen Advisor Group's PEP Position: Q2 2026 in Review

Ipsen Advisor Group increased its PepsiCo (PEP) stake by 1.3% in Q2 2026, buying an estimated $15.6K and bringing the position to 8,085 shares worth $1.09M. The position accounts for 0.7% of the portfolio, ranked #40.

Ipsen Advisor Group first reported a position in PEP in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.24M in Q1 2026. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Ipsen Advisor Group held 8,085 shares of PepsiCo worth $1.09M as of Q2 2026.
  • Ipsen Advisor Group bought 104 PepsiCo shares in Q2 2026, an estimated $15.6K.
  • PepsiCo made up 0.7% of Ipsen Advisor Group's portfolio in Q2 2026, its #40 holding.
  • Ipsen Advisor Group first reported a position in PepsiCo in Q4 2022 and has held it in 8 quarters since.
  • Ipsen Advisor Group's PepsiCo position peaked at $1.24M in Q1 2026.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.