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Cornerstone Planning’s PepsiCo PEP Stock Holding History

Cornerstone 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 		$2.82M Buy
20,791
+91
+0.4% +$13.6K 0.65% 57
2026
Q1 		$3.22M Buy
20,700
+2,379
+13% +$371K 0.73% 48
2025
Q4 		$2.64M Buy
+18,321
New +$2.69M 0.61% 64
2024
Q4 		$1.52M Buy
+9,984
New +$1.64M 0.58% 68

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's PEP Position: Q2 2026 in Review

Cornerstone Planning increased its PepsiCo (PEP) stake by 0.44% in Q2 2026, buying an estimated $13.6K and bringing the position to 20,791 shares worth $2.82M. The position accounts for 0.65% of the portfolio, ranked #57.

Cornerstone Planning first reported a position in PEP in Q4 2024 and has held it in 4 quarters since. The position peaked at $3.22M in Q1 2026. 3,388 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Cornerstone Planning held 20,791 shares of PepsiCo worth $2.82M as of Q2 2026.
  • Cornerstone Planning bought 91 PepsiCo shares in Q2 2026, an estimated $13.6K.
  • PepsiCo made up 0.65% of Cornerstone Planning's portfolio in Q2 2026, its #57 holding.
  • Cornerstone Planning first reported a position in PepsiCo in Q4 2024 and has held it in 4 quarters since.
  • Cornerstone Planning's PepsiCo position peaked at $3.22M in Q1 2026.
  • 3,388 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.