Creative Planning
PEP icon

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
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

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.