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Cornerstone Planning Group’s PepsiCo PEP Stock Holding History

Cornerstone Planning Group’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 		$93.5K Sell
689
-85
-11% -$12.7K 0.01% 261
2026
Q1 		$120K Buy
774
+230
+42% +$35.8K 0.02% 220
2025
Q4 		$80.7K Buy
544
+227
+72% +$33.4K 0.01% 243
2025
Q3 		$11.2K Sell
317
-261
-45% -$37.3K ﹤0.01% 745
2025
Q2 		$80.6K Sell
578
-71
-11% -$9.56K 0.02% 173
2025
Q1 		$92.3K Buy
649
+143
+28% +$21.3K 0.02% 151
2024
Q4 		$78.3K Sell
506
-52
-9% -$8.52K 0.02% 133
2024
Q3 		$93.5K Sell
558
-22
-4% -$3.78K 0.02% 124
2024
Q2 		$101K Sell
580
-10
-2% -$1.73K 0.03% 136
2024
Q1 		$104K Sell
590
-68
-10% -$11.4K 0.03% 116
2023
Q4 		$112K Sell
658
-4
-0.6% -$663 0.04% 111
2023
Q3 		$112K Buy
662
+160
+32% +$29.1K 0.04% 110
2023
Q2 		$93K Buy
+502
New +$93.7K 0.04% 145
2022
Q4 		$137K Buy
+805
New +$144K 0.06% 126

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 $3.37T AUM 44.26% 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

Cornerstone Planning Group's PEP Position: Q2 2026 in Review

Cornerstone Planning Group reduced its PepsiCo (PEP) stake by 11% in Q2 2026, selling an estimated $12.7K and leaving 689 shares worth $93.5K. The position accounts for 0.01% of the portfolio, ranked #261.

Cornerstone Planning Group first reported a position in PEP in Q4 2022 and has held it in 14 quarters since. The position peaked at $137K in Q4 2022. 3,417 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Cornerstone Planning Group held 689 shares of PepsiCo worth $93.5K as of Q2 2026.
  • Cornerstone Planning Group sold 85 PepsiCo shares in Q2 2026, an estimated $12.7K.
  • PepsiCo made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #261 holding.
  • Cornerstone Planning Group first reported a position in PepsiCo in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's PepsiCo position peaked at $137K in Q4 2022.
  • 3,417 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.