Cypress Financial Planning
PEP icon

Cypress Financial Planning’s PepsiCo PEP Stock Holding History

Cypress Financial 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
Q3 		– Sell
-2,642
Closed -$358K – 111
2026
Q2 		$358K Buy
2,642
+217
+9% +$32.4K 0.09% 76
2026
Q1 		$377K Sell
2,425
-174
-7% -$27.1K 0.1% 71
2025
Q4 		$373K Buy
+2,599
New +$382K 0.1% 75

Other funds holding PEP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Cypress Financial Planning's PEP Position: Q3 2026 in Review

Cypress Financial Planning sold out of PepsiCo (PEP) in Q3 2026, closing a stake of 2,642 shares — an estimated $358K sold.

Cypress Financial Planning first reported a position in PEP in Q4 2025 and held it in 3 quarters. The position peaked at $377K in Q1 2026. 2,189 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Cypress Financial Planning reported no remaining PepsiCo position as of Q3 2026 after selling out during the quarter.
  • Cypress Financial Planning sold 2,642 PepsiCo shares in Q3 2026, an estimated $358K.
  • Cypress Financial Planning first reported a position in PepsiCo in Q4 2025 and held it in 3 quarters.
  • Cypress Financial Planning's PepsiCo position peaked at $377K in Q1 2026.
  • 2,189 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.