Game Plan Financial Advisors’s PepsiCo PEP Stock Holding History

Game Plan Financial Advisors’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 Q3	$99.5K	Hold	785	–	–	0.04%	110
2026 Q2	$106K	Hold	785	–	–	0.04%	114
2026 Q1	$122K	Buy	785 +275	+54%	+$42.9K	0.05%	96
2025 Q4	$73.2K	Hold	510	–	–	0.03%	123
2025 Q3	$71.6K	Hold	510	–	–	0.03%	127
2025 Q2	$67.3K	Hold	510	–	–	0.03%	132
2025 Q1	$76.5K	Hold	510	–	–	0.04%	125
2024 Q4	$77.3K	Hold	510	–	–	0.04%	125
2024 Q3	$86.7K	Hold	510	–	–	0.04%	123
2024 Q2	$84.1K	Hold	510	–	–	0.04%	130
2024 Q1	$89.3K	Hold	510	–	–	0.05%	123
2023 Q4	$86.6K	Buy	+510	New	+$84.6K	0.05%	126
2020 Q1	–	Sell	-7,175	Closed	-$981K	–	99
2019 Q4	$981K	Buy	+7,175	New	+$976K	0.92%	36

Other funds holding PEP

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Game Plan Financial Advisors's PEP Position: Q3 2026 in Review

Game Plan Financial Advisors held its PepsiCo (PEP) position steady in Q3 2026 at 785 shares worth $99.5K. The position accounts for 0.04% of the portfolio, ranked #110.

Game Plan Financial Advisors first reported a position in PEP in Q4 2019 and has held it in 13 quarters since. The position peaked at $981K in Q4 2019. 2,501 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

Game Plan Financial Advisors held 785 shares of PepsiCo worth $99.5K as of Q3 2026.
Game Plan Financial Advisors left its PepsiCo share count unchanged in Q3 2026.
PepsiCo made up 0.04% of Game Plan Financial Advisors's portfolio in Q3 2026, its #110 holding.
Game Plan Financial Advisors first reported a position in PepsiCo in Q4 2019 and has held it in 13 quarters since.
Game Plan Financial Advisors's PepsiCo position peaked at $981K in Q4 2019.
2,501 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Game Plan Financial Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.