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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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Cypress Financial Planning's PEP Position: Q2 2026 in Review

Cypress Financial Planning increased its PepsiCo (PEP) stake by 8.9% in Q2 2026, buying an estimated $32.4K and bringing the position to 2,642 shares worth $358K. The position accounts for 0.09% of the portfolio, ranked #76.

Cypress Financial Planning first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $377K in Q1 2026. 639 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Cypress Financial Planning held 2,642 shares of PepsiCo worth $358K as of Q2 2026.
  • Cypress Financial Planning bought 217 PepsiCo shares in Q2 2026, an estimated $32.4K.
  • PepsiCo made up 0.09% of Cypress Financial Planning's portfolio in Q2 2026, its #76 holding.
  • Cypress Financial Planning first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
  • Cypress Financial Planning's PepsiCo position peaked at $377K in Q1 2026.
  • 639 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.