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Financial Planning Hawaii’s PepsiCo PEP Stock Holding History

Financial Planning Hawaii’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 		$348K Buy
2,569
+2
+0.1% +$299 0.19% 93
2026
Q1 		$399K Buy
2,567
+1
+0% +$156 0.24% 90
2025
Q4 		$368K Buy
+2,566
New +$377K 0.21% 94

Other funds holding PEP

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Financial Planning Hawaii increased its PepsiCo (PEP) stake by 0.08% in Q2 2026, buying an estimated $299 and bringing the position to 2,569 shares worth $348K. The position accounts for 0.19% of the portfolio, ranked #93.

Financial Planning Hawaii first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $399K in Q1 2026. 2,154 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Financial Planning Hawaii held 2,569 shares of PepsiCo worth $348K as of Q2 2026.
  • Financial Planning Hawaii bought 2 PepsiCo shares in Q2 2026, an estimated $299.
  • PepsiCo made up 0.19% of Financial Planning Hawaii's portfolio in Q2 2026, its #93 holding.
  • Financial Planning Hawaii first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Hawaii's PepsiCo position peaked at $399K in Q1 2026.
  • 2,154 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.