WAOI
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Wealth Advisors of Iowa’s PepsiCo PEP Stock Holding History

Wealth Advisors of Iowa’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 		$300K Buy
1,934
+6
+0.3% +$935 0.09% 69
2025
Q4 		$277K Buy
1,928
+83
+4% +$12.2K 0.09% 70
2025
Q3 		$259K Buy
1,845
+67
+4% +$9.57K 0.09% 68
2025
Q2 		$235K Sell
1,778
-7
-0.4% -$943 0.09% 64
2025
Q1 		$268K Buy
1,785
+34
+2% +$5.06K 0.12% 55
2024
Q4 		$266K Sell
1,751
-9
-0.5% -$1.48K 0.13% 51
2024
Q3 		$299K Buy
1,760
+5
+0.3% +$859 0.15% 46
2024
Q2 		$289K Buy
1,755
+8
+0.5% +$1.38K 0.16% 37
2024
Q1 		$306K Sell
1,747
-146
-8% -$24.6K 0.19% 45
2023
Q4 		$322K Buy
1,893
+4
+0.2% +$663 0.22% 42
2023
Q3 		$320K Sell
1,889
-96
-5% -$17.4K 0.23% 40
2023
Q2 		$368K Buy
1,985
+3
+0.2% +$560 0.27% 37
2023
Q1 		$361K Buy
1,982
+3
+0.2% +$524 0.28% 34
2022
Q4 		$358K Hold
1,979
– – 0.29% 38
2022
Q3 		$323K Sell
1,979
-3,761
-66% -$648K 0.3% 32
2022
Q2 		$958K Buy
5,740
+4,258
+287% +$717K 0.17% 46
2022
Q1 		$248K Buy
1,482
+193
+15% +$32.4K 0.12% 51
2021
Q4 		$224K Buy
+1,289
New +$211K 0.12% 54

Other funds holding PEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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

Wealth Advisors of Iowa's PEP Position: Q1 2026 in Review

Wealth Advisors of Iowa increased its PepsiCo (PEP) stake by 0.31% in Q1 2026, buying an estimated $935 and bringing the position to 1,934 shares worth $300K. The position accounts for 0.09% of the portfolio, ranked #69.

Wealth Advisors of Iowa first reported a position in PEP in Q4 2021 and has held it in 18 quarters since. The position peaked at $958K in Q2 2022. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Wealth Advisors of Iowa held 1,934 shares of PepsiCo worth $300K as of Q1 2026.
  • Wealth Advisors of Iowa bought 6 PepsiCo shares in Q1 2026, an estimated $935.
  • PepsiCo made up 0.09% of Wealth Advisors of Iowa's portfolio in Q1 2026, its #69 holding.
  • Wealth Advisors of Iowa first reported a position in PepsiCo in Q4 2021 and has held it in 18 quarters since.
  • Wealth Advisors of Iowa's PepsiCo position peaked at $958K in Q2 2022.
  • 3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q1 2026, filed 13 May 2026.