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Action Point Financial Planning’s PepsiCo PEP Stock Holding History

Action Point Financial Planning’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 		$324K Buy
+2,399
New +$359K 0.03% 341

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

Action Point Financial Planning's PEP Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in PepsiCo (PEP) in Q2 2026: 2,399 shares worth $324K. The stake represents 0.03% of the portfolio and ranks #341 among its holdings.

3,391 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Action Point Financial Planning held 2,399 shares of PepsiCo worth $324K as of Q2 2026.
  • PepsiCo was a new Action Point Financial Planning position in Q2 2026.
  • PepsiCo made up 0.03% of Action Point Financial Planning's portfolio in Q2 2026, its #341 holding.
  • 3,391 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.