SPL
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Superior Planning, LLC’s PepsiCo PEP Stock Holding History

Superior Planning, 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
Q3 		$85.4K Buy
+674
New +$92.8K 0.04% 260

Other funds holding PEP

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Superior Planning, LLC's PEP Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in PepsiCo (PEP) in Q3 2026: 674 shares worth $85.4K. The stake represents 0.04% of the portfolio and ranks #260 among its holdings.

2,579 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Superior Planning, LLC held 674 shares of PepsiCo worth $85.4K as of Q3 2026.
  • PepsiCo was a new Superior Planning, LLC position in Q3 2026.
  • PepsiCo made up 0.04% of Superior Planning, LLC's portfolio in Q3 2026, its #260 holding.
  • 2,579 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.