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 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%	+$52.5K	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%	-$4.29K	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

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

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Consolidated Planning Corp's PEP Position: Q2 2026 in Review

Consolidated Planning Corp increased its PepsiCo (PEP) stake by 1.1% in Q2 2026, buying an estimated $5.83K and bringing the position to 3,607 shares worth $488K. The position accounts for 0.07% of the portfolio, ranked #104.

Consolidated Planning Corp first reported a position in PEP in Q3 2021 and has held it in 14 quarters since. The position peaked at $782K in Q4 2023. 1,183 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Consolidated Planning Corp held 3,607 shares of PepsiCo worth $488K as of Q2 2026.
Consolidated Planning Corp bought 39 PepsiCo shares in Q2 2026, an estimated $5.83K.
PepsiCo made up 0.07% of Consolidated Planning Corp's portfolio in Q2 2026, its #104 holding.
Consolidated Planning Corp first reported a position in PepsiCo in Q3 2021 and has held it in 14 quarters since.
Consolidated Planning Corp's PepsiCo position peaked at $782K in Q4 2023.
1,183 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.