Consolidated Planning Corp
PEP icon

Consolidated Planning Corp’s PepsiCo PEP Stock Holding History

Consolidated Planning Corp’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 		$416K Sell
3,279
-328
-9% -$45.2K 0.06% 120
2026
Q2 		$488K Buy
3,607
+39
+1% +$5.83K 0.07% 104
2026
Q1 		$554K Buy
3,568
+361
+11% +$56.3K 0.09% 91
2025
Q4 		$460K Sell
3,207
-47
-1% -$6.91K 0.05% 150
2025
Q3 		$457K Buy
3,254
+368
+13% +$52.6K 0.05% 148
2025
Q2 		$381K Sell
2,886
-310
-10% -$41.8K 0.05% 146
2025
Q1 		$479K Sell
3,196
-273
-8% -$40.6K 0.07% 135
2024
Q4 		$528K Sell
3,469
-24
-0.7% -$3.93K 0.07% 124
2024
Q3 		$594K Sell
3,493
-25
-0.7% -$4.3K 0.09% 120
2024
Q2 		$580K Sell
3,518
-172
-5% -$29.7K 0.1% 105
2024
Q1 		$646K Sell
3,690
-914
-20% -$154K 0.11% 102
2023
Q4 		$782K Buy
4,604
+15
+0.3% +$2.49K 0.15% 96
2023
Q3 		$777K Buy
4,589
+864
+23% +$157K 0.17% 95
2023
Q2 		$690K Buy
+3,725
New +$695K 0.15% 101
2021
Q4 		– Sell
-856
Closed -$129K – 342
2021
Q3 		$129K Buy
+856
New +$132K 0.08% 82

Other funds holding PEP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Consolidated Planning Corp's PEP Position: Q3 2026 in Review

Consolidated Planning Corp reduced its PepsiCo (PEP) stake by 9.1% in Q3 2026, selling an estimated $45.2K and leaving 3,279 shares worth $416K. The position accounts for 0.06% of the portfolio, ranked #120.

Consolidated Planning Corp first reported a position in PEP in Q3 2021 and has held it in 15 quarters since. The position peaked at $782K in Q4 2023. 2,072 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Consolidated Planning Corp held 3,279 shares of PepsiCo worth $416K as of Q3 2026.
  • Consolidated Planning Corp sold 328 PepsiCo shares in Q3 2026, an estimated $45.2K.
  • PepsiCo made up 0.06% of Consolidated Planning Corp's portfolio in Q3 2026, its #120 holding.
  • Consolidated Planning Corp first reported a position in PepsiCo in Q3 2021 and has held it in 15 quarters since.
  • Consolidated Planning Corp's PepsiCo position peaked at $782K in Q4 2023.
  • 2,072 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.