KFP
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Kerr Financial Planning’s PepsiCo PEP Stock Holding History

Kerr Financial Planning’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 		$87.1K Hold
644
– – 0.1% 145
2026
Q1 		$101K Buy
644
+3
+0.5% +$467 0.07% 130
2025
Q4 		$107K Buy
641
+2
+0.3% +$294 0.15% 124
2025
Q3 		$94.3K Buy
+639
New +$91.2K 0.13% 125

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 $3.37T AUM 44.26% 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

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

Kerr Financial Planning held its PepsiCo (PEP) position steady in Q2 2026 at 644 shares worth $87.1K. The position accounts for 0.1% of the portfolio, ranked #145.

Kerr Financial Planning first reported a position in PEP in Q3 2025 and has held it in 4 quarters since. The position peaked at $107K in Q4 2025. 3,394 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Kerr Financial Planning held 644 shares of PepsiCo worth $87.1K as of Q2 2026.
  • Kerr Financial Planning left its PepsiCo share count unchanged in Q2 2026.
  • PepsiCo made up 0.1% of Kerr Financial Planning's portfolio in Q2 2026, its #145 holding.
  • Kerr Financial Planning first reported a position in PepsiCo in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's PepsiCo position peaked at $107K in Q4 2025.
  • 3,394 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.