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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
Q2 		$69.8K Buy
516
+5
+1% +$748 0.04% 159
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
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 $3.38T AUM 44.17% 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

Comprehensive Financial Planning's PEP Position: Q2 2026 in Review

Comprehensive Financial Planning increased its PepsiCo (PEP) stake by 0.98% in Q2 2026, buying an estimated $748 and bringing the position to 516 shares worth $69.8K. The position accounts for 0.04% of the portfolio, ranked #159.

Comprehensive Financial Planning first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $79.5K in Q1 2026. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Comprehensive Financial Planning held 516 shares of PepsiCo worth $69.8K as of Q2 2026.
  • Comprehensive Financial Planning bought 5 PepsiCo shares in Q2 2026, an estimated $748.
  • PepsiCo made up 0.04% of Comprehensive Financial Planning's portfolio in Q2 2026, its #159 holding.
  • Comprehensive Financial Planning first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
  • Comprehensive Financial Planning's PepsiCo position peaked at $79.5K in Q1 2026.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.