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 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

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

Game Plan Financial Advisors's PEP Position: Q1 2026 in Review

Game Plan Financial Advisors increased its PepsiCo (PEP) stake by 54% in Q1 2026, buying an estimated $42.9K and bringing the position to 785 shares worth $122K. The position accounts for 0.05% of the portfolio, ranked #96.

Game Plan Financial Advisors first reported a position in PEP in Q4 2019 and has held it in 11 quarters since. The position peaked at $981K in Q4 2019. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Game Plan Financial Advisors held 785 shares of PepsiCo worth $122K as of Q1 2026.
Game Plan Financial Advisors bought 275 PepsiCo shares in Q1 2026, an estimated $42.9K.
PepsiCo made up 0.05% of Game Plan Financial Advisors's portfolio in Q1 2026, its #96 holding.
Game Plan Financial Advisors first reported a position in PepsiCo in Q4 2019 and has held it in 11 quarters since.
Game Plan Financial Advisors's PepsiCo position peaked at $981K in Q4 2019.
3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.