Essential Planning’s PepsiCo PEP Stock Holding History

Essential 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
2025 Q1	–	Sell	-28,105	Closed	-$4.61M	–	238
2024 Q4	$4.61M	Buy	+28,105	New	+$4.6M	0.03%	125

Other funds holding PEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Essential Planning's PEP Position: Q1 2025 in Review

Essential Planning sold out of PepsiCo (PEP) in Q1 2025, closing a stake of 28,105 shares — an estimated $4.61M sold.

Essential Planning first reported a position in PEP in Q4 2024 and held it in 1 quarter. The position peaked at $4.61M in Q4 2024. 3,420 funds tracked by Wall St. Rank hold PEP as of Q1 2025.

Essential Planning reported no remaining PepsiCo position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 28,105 PepsiCo shares in Q1 2025, an estimated $4.61M.
Essential Planning first reported a position in PepsiCo in Q4 2024 and held it in 1 quarter.
Essential Planning's PepsiCo position peaked at $4.61M in Q4 2024.
3,420 funds tracked by Wall St. Rank held PepsiCo as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.