Creative Planning’s PepsiCo PEP Stock Holding History

Creative 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	$1.08K	Buy	+2,800	New	+$419K	﹤0.01%	4273
2020 Q2	–	Sell	-100	Closed	-$3K	–	2102
2020 Q1	$3K	Buy	+100	New	+$13.5K	﹤0.01%	1810
2014 Q3	–	Sell	-1,000	Closed	-$9K	–	4113
2014 Q2	$9K	Hold	1,000	–	–	﹤0.01%	2936
2014 Q1	$6K	Buy	+1,000	New	+$81.2K	﹤0.01%	3005

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning's PEP Position: Q2 2026 in Review

Creative Planning reduced its PepsiCo (PEP) stake by 6.6% in Q2 2026, selling an estimated $8.7M and leaving 827,634 shares worth $112M. The position accounts for 0.07% of the portfolio, ranked #136.

Creative Planning first reported a position in PEP in Q2 2013 and has held it in 53 quarters since. The position peaked at $138M in Q1 2026. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Creative Planning held 827,634 shares of PepsiCo worth $112M as of Q2 2026.
Creative Planning sold 58,152 PepsiCo shares in Q2 2026, an estimated $8.7M.
PepsiCo made up 0.07% of Creative Planning's portfolio in Q2 2026, its #136 holding.
Creative Planning first reported a position in PepsiCo in Q2 2013 and has held it in 53 quarters since.
Creative Planning's PepsiCo position peaked at $138M in Q1 2026.
3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.