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Financial Life Planners’s PepsiCo PEP Stock Holding History

Financial Life Planners’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 		$6.77K Hold
50
– – ﹤0.01% 251
2026
Q1 		$7.76K Buy
+50
New +$7.79K 0.01% 250
2025
Q4 		– Sell
-50
Closed -$7.02K – 251
2025
Q3 		$7.02K Buy
+50
New +$7.14K ﹤0.01% 262
2025
Q1 		– Sell
-50
Closed -$7.61K – 290
2024
Q4 		$7.61K Buy
+50
New +$8.19K 0.01% 278

Other funds holding PEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Financial Life Planners's PEP Position: Q2 2026 in Review

Financial Life Planners held its PepsiCo (PEP) position steady in Q2 2026 at 50 shares worth $6.77K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Financial Life Planners first reported a position in PEP in Q4 2024 and has held it in 4 quarters since. The position peaked at $7.76K in Q1 2026. 1,019 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Financial Life Planners held 50 shares of PepsiCo worth $6.77K as of Q2 2026.
  • Financial Life Planners left its PepsiCo share count unchanged in Q2 2026.
  • PepsiCo made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #251 holding.
  • Financial Life Planners first reported a position in PepsiCo in Q4 2024 and has held it in 4 quarters since.
  • Financial Life Planners's PepsiCo position peaked at $7.76K in Q1 2026.
  • 1,019 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.