JRPIM
PEP icon

Journey Retirement Planning & Investment Management’s PepsiCo PEP Stock Holding History

Journey Retirement Planning & Investment Management’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 		$717K Buy
5,296
+726
+16% +$109K 0.56% 46
2026
Q1 		$710K Sell
4,570
-9,906
-68% -$1.54M 0.63% 45
2025
Q4 		$2.08M Buy
+14,476
New +$2.13M 0.43% 61

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
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
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Journey Retirement Planning & Investment Management's PEP Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its PepsiCo (PEP) stake by 16% in Q2 2026, buying an estimated $109K and bringing the position to 5,296 shares worth $717K. The position accounts for 0.56% of the portfolio, ranked #46.

Journey Retirement Planning & Investment Management first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.08M in Q4 2025. 2,117 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 5,296 shares of PepsiCo worth $717K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 726 PepsiCo shares in Q2 2026, an estimated $109K.
  • PepsiCo made up 0.56% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #46 holding.
  • Journey Retirement Planning & Investment Management first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's PepsiCo position peaked at $2.08M in Q4 2025.
  • 2,117 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.