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LifePlan Financial’s PepsiCo PEP Stock Holding History

LifePlan Financial’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 		$478K Buy
+3,532
New +$528K 0.34% 71

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

LifePlan Financial's PEP Position: Q2 2026 in Review

LifePlan Financial opened a new position in PepsiCo (PEP) in Q2 2026: 3,532 shares worth $478K. The stake represents 0.34% of the portfolio and ranks #71 among its holdings.

3,391 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • LifePlan Financial held 3,532 shares of PepsiCo worth $478K as of Q2 2026.
  • PepsiCo was a new LifePlan Financial position in Q2 2026.
  • PepsiCo made up 0.34% of LifePlan Financial's portfolio in Q2 2026, its #71 holding.
  • 3,391 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.