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
2019 Q4	–	Sell	-1,500	Closed	-$1K	–	2084
2019 Q3	$1K	Buy	+1,500	New	+$199K	﹤0.01%	1976

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

Creative Planning's PEP Position: Q1 2026 in Review

Creative Planning increased its PepsiCo (PEP) stake by 9.6% in Q1 2026, buying an estimated $12.1M and bringing the position to 885,786 shares worth $138M. The position accounts for 0.09% of the portfolio, ranked #99.

Creative Planning first reported a position in PEP in Q2 2013 and has held it in 52 quarters since. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Creative Planning held 885,786 shares of PepsiCo worth $138M as of Q1 2026.
Creative Planning bought 77,421 PepsiCo shares in Q1 2026, an estimated $12.1M.
PepsiCo made up 0.09% of Creative Planning's portfolio in Q1 2026, its #99 holding.
Creative Planning first reported a position in PepsiCo in Q2 2013 and has held it in 52 quarters since.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.