IAGL
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Innovative Advisory Group, LLC’s PepsiCo PEP Stock Holding History

Innovative Advisory Group, LLC’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 		– Sell
-200
Closed -$28.7K – 168
2025
Q4 		$28.7K Hold
200
– – 0.02% 83
2025
Q3 		$28.1K Hold
200
– – 0.02% 91
2025
Q2 		$26.4K Buy
+200
New +$26.9K 0.02% 87

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JP Morgan Chase
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Geode Capital Management
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Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Innovative Advisory Group, LLC's PEP Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of PepsiCo (PEP) in Q1 2026, closing a stake of 200 shares — an estimated $28.7K sold.

Innovative Advisory Group, LLC first reported a position in PEP in Q2 2025 and held it in 3 quarters. The position peaked at $28.7K in Q4 2025. 3,566 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining PepsiCo position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 200 PepsiCo shares in Q1 2026, an estimated $28.7K.
  • Innovative Advisory Group, LLC first reported a position in PepsiCo in Q2 2025 and held it in 3 quarters.
  • Innovative Advisory Group, LLC's PepsiCo position peaked at $28.7K in Q4 2025.
  • 3,566 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.