Lakeshore Financial Planning’s PepsiCo PEP Stock Holding History

Lakeshore 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	$217K	Sell	1,599 -1	-0.1%	-$150	0.07%	88
2026 Q1	$249K	Buy	1,600 +137	+9%	+$21.3K	0.09%	65
2025 Q4	$210K	Sell	1,463 -14	-0.9%	-$2.06K	0.08%	82
2025 Q3	$208K	Buy	+1,477	New	+$211K	0.08%	79
2025 Q2	–	Sell	-1,444	Closed	-$217K	–	79
2025 Q1	$217K	Buy	1,444 +8	+0.6%	+$1.19K	0.09%	69
2024 Q4	$219K	Hold	1,436	–	–	0.09%	69
2024 Q3	$244K	Buy	1,436 +3	+0.2%	+$515	0.11%	62
2024 Q2	$237K	Buy	1,433 +7	+0.5%	+$1.21K	0.12%	56
2024 Q1	$250K	Sell	1,426 -34	-2%	-$5.72K	0.13%	53
2023 Q4	$248K	Sell	1,460 -72	-5%	-$11.9K	0.14%	47
2023 Q3	$260K	Buy	+1,532	New	+$278K	0.15%	49

Other funds holding PEP

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Lakeshore Financial Planning reduced its PepsiCo (PEP) stake by 0.06% in Q2 2026, selling an estimated $150 and leaving 1,599 shares worth $217K. The position accounts for 0.07% of the portfolio, ranked #88.

Lakeshore Financial Planning first reported a position in PEP in Q3 2023 and has held it in 11 quarters since. The position peaked at $260K in Q3 2023. 1,662 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Lakeshore Financial Planning held 1,599 shares of PepsiCo worth $217K as of Q2 2026.
Lakeshore Financial Planning sold 1 PepsiCo share in Q2 2026, an estimated $150.
PepsiCo made up 0.07% of Lakeshore Financial Planning's portfolio in Q2 2026, its #88 holding.
Lakeshore Financial Planning first reported a position in PepsiCo in Q3 2023 and has held it in 11 quarters since.
Lakeshore Financial Planning's PepsiCo position peaked at $260K in Q3 2023.
1,662 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

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