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 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 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

Cornerstone Planning Group's PEP Position: Q1 2026 in Review

Cornerstone Planning Group increased its PepsiCo (PEP) stake by 42% in Q1 2026, buying an estimated $35.8K and bringing the position to 774 shares worth $120K. The position accounts for 0.02% of the portfolio, ranked #220.

Cornerstone Planning Group first reported a position in PEP in Q4 2022 and has held it in 13 quarters since. The position peaked at $137K in Q4 2022. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Cornerstone Planning Group held 774 shares of PepsiCo worth $120K as of Q1 2026.
Cornerstone Planning Group bought 230 PepsiCo shares in Q1 2026, an estimated $35.8K.
PepsiCo made up 0.02% of Cornerstone Planning Group's portfolio in Q1 2026, its #220 holding.
Cornerstone Planning Group first reported a position in PepsiCo in Q4 2022 and has held it in 13 quarters since.
Cornerstone Planning Group's PepsiCo position peaked at $137K in Q4 2022.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.