BPI
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BFC Planning, Inc.’s PepsiCo PEP Stock Holding History

BFC Planning, Inc.’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 		$5.46M Sell
40,361
-4,091
-9% -$612K 0.22% 97
2026
Q1 		$6.9M Sell
44,452
-3,429
-7% -$534K 0.31% 60
2025
Q4 		$6.87M Buy
47,881
+11,128
+30% +$1.64M 0.3% 65
2025
Q3 		$5.16M Buy
36,753
+26,281
+251% +$3.75M 0.37% 47
2025
Q2 		$1.38M Buy
10,472
+1,856
+22% +$250K 0.11% 172
2025
Q1 		$1.29M Sell
8,616
-331
-4% -$49.3K 0.11% 170
2024
Q4 		$1.36M Buy
+8,947
New +$1.47M 0.11% 164

Other funds holding PEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BFC Planning, Inc.'s PEP Position: Q2 2026 in Review

BFC Planning, Inc. reduced its PepsiCo (PEP) stake by 9.2% in Q2 2026, selling an estimated $612K and leaving 40,361 shares worth $5.46M. The position accounts for 0.22% of the portfolio, ranked #97.

BFC Planning, Inc. first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.9M in Q1 2026. 3,434 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • BFC Planning, Inc. held 40,361 shares of PepsiCo worth $5.46M as of Q2 2026.
  • BFC Planning, Inc. sold 4,091 PepsiCo shares in Q2 2026, an estimated $612K.
  • PepsiCo made up 0.22% of BFC Planning, Inc.'s portfolio in Q2 2026, its #97 holding.
  • BFC Planning, Inc. first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s PepsiCo position peaked at $6.9M in Q1 2026.
  • 3,434 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.