Estate Planners Group’s PepsiCo PEP Stock Holding History

Estate Planners Group’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 Q1	–	Sell	-98	Closed	-$14K	–	318
2025 Q4	$14K	Buy	+98	New	+$14.4K	0.01%	246

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

Estate Planners Group's PEP Position: Q1 2026 in Review

Estate Planners Group sold out of PepsiCo (PEP) in Q1 2026, closing a stake of 98 shares — an estimated $14K sold.

Estate Planners Group first reported a position in PEP in Q4 2025 and held it in 1 quarter. The position peaked at $14K in Q4 2025. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Estate Planners Group reported no remaining PepsiCo position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 98 PepsiCo shares in Q1 2026, an estimated $14K.
Estate Planners Group first reported a position in PepsiCo in Q4 2025 and held it in 1 quarter.
Estate Planners Group's PepsiCo position peaked at $14K in Q4 2025.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.