CFFP
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Center for Financial Planning’s PepsiCo PEP Stock Holding History

Center for 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 		$1.8M Sell
13,299
-30
-0.2% -$4.49K 0.17% 48
2026
Q1 		$2.07M Hold
13,329
– – 0.22% 39
2025
Q4 		$1.91M Sell
13,329
-100
-0.7% -$14.7K 0.2% 41
2025
Q3 		$1.89M Buy
13,429
+1,226
+10% +$175K 0.2% 42
2025
Q2 		$1.61M Hold
12,203
– – 0.18% 46
2025
Q1 		$1.83M Sell
12,203
-252
-2% -$37.5K 0.23% 41
2024
Q4 		$1.89M Sell
12,455
-201
-2% -$32.9K 0.25% 36
2024
Q3 		$2.15M Buy
12,656
+2,293
+22% +$394K 0.29% 29
2024
Q2 		$1.71M Hold
10,363
– – 0.25% 40
2024
Q1 		$1.81M Buy
10,363
+251
+2% +$42.3K 0.27% 37
2023
Q4 		$1.72M Sell
10,112
-5
-0% -$829 0.32% 33
2023
Q3 		$1.71M Sell
10,117
-118
-1% -$21.4K 0.37% 28
2023
Q2 		$1.9M Buy
10,235
+17
+0.2% +$3.17K 0.4% 25
2023
Q1 		$1.86M Sell
10,218
-170
-2% -$29.7K 0.43% 25
2022
Q4 		$1.88M Sell
10,388
-23
-0.2% -$4.1K 0.46% 23
2022
Q3 		$1.7M Buy
10,411
+16
+0.2% +$2.76K 0.45% 25
2022
Q2 		$1.73M Hold
10,395
– – 0.44% 25
2022
Q1 		$1.74M Hold
10,395
– – 0.36% 26
2021
Q4 		$1.81M Sell
10,395
-186
-2% -$30.4K 0.37% 25
2021
Q3 		$1.59M Hold
10,581
– – 0.39% 26
2021
Q2 		$1.57M Hold
10,581
– – 0.39% 29
2021
Q1 		$1.5M Sell
10,581
-199
-2% -$27.3K 0.39% 26
2020
Q4 		$1.6M Sell
10,780
-63
-0.6% -$8.96K 0.45% 22
2020
Q3 		$1.5M Buy
10,843
+75
+0.7% +$10.2K 0.48% 24
2020
Q2 		$1.42M Sell
10,768
-2,684
-20% -$354K 0.5% 21
2020
Q1 		$1.62M Buy
13,452
+2,590
+24% +$350K 0.55% 17
2019
Q4 		$1.49M Buy
+10,862
New +$1.48M 0.37% 25

Other funds holding PEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Center for Financial Planning's PEP Position: Q2 2026 in Review

Center for Financial Planning reduced its PepsiCo (PEP) stake by 0.23% in Q2 2026, selling an estimated $4.49K and leaving 13,299 shares worth $1.8M. The position accounts for 0.17% of the portfolio, ranked #48.

Center for Financial Planning first reported a position in PEP in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.15M in Q3 2024. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Center for Financial Planning held 13,299 shares of PepsiCo worth $1.8M as of Q2 2026.
  • Center for Financial Planning sold 30 PepsiCo shares in Q2 2026, an estimated $4.49K.
  • PepsiCo made up 0.17% of Center for Financial Planning's portfolio in Q2 2026, its #48 holding.
  • Center for Financial Planning first reported a position in PepsiCo in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's PepsiCo position peaked at $2.15M in Q3 2024.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.