Comprehensive Financial Planning’s PepsiCo PEP Stock Holding History

Comprehensive 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 Q1	$79.5K	Sell	511 -10	-2%	-$1.56K	0.06%	133
2025 Q4	$74.9K	Buy	521 +16	+3%	+$2.35K	0.05%	142
2025 Q3	$70.9K	Buy	505 +4	+0.8%	+$571	0.05%	145
2025 Q2	$66.2K	Buy	501 +4	+0.8%	+$539	0.05%	137
2025 Q1	$74.6K	Buy	497 +6	+1%	+$893	0.07%	118
2024 Q4	$74.7K	Buy	+491	New	+$80.4K	0.06%	137

Other funds holding PEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Comprehensive Financial Planning's PEP Position: Q1 2026 in Review

Comprehensive Financial Planning reduced its PepsiCo (PEP) stake by 1.9% in Q1 2026, selling an estimated $1.56K and leaving 511 shares worth $79.5K. The position accounts for 0.06% of the portfolio, ranked #133.

Comprehensive Financial Planning first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Comprehensive Financial Planning held 511 shares of PepsiCo worth $79.5K as of Q1 2026.
Comprehensive Financial Planning sold 10 PepsiCo shares in Q1 2026, an estimated $1.56K.
PepsiCo made up 0.06% of Comprehensive Financial Planning's portfolio in Q1 2026, its #133 holding.
Comprehensive Financial Planning first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.