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McCarley & Cook Financial Planners’s PepsiCo PEP Stock Holding History

McCarley & Cook Financial Planners’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
Q3 		$253 Hold
2
– – ﹤0.01% 263
2026
Q2 		$271 Hold
2
– – ﹤0.01% 251
2026
Q1 		$311 Hold
2
– – ﹤0.01% 263
2025
Q4 		$287 Buy
+2
New +$294 ﹤0.01% 270

Other funds holding PEP

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

McCarley & Cook Financial Planners's PEP Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its PepsiCo (PEP) position steady in Q3 2026 at 2 shares worth $253. The position accounts for ﹤0.01% of the portfolio, ranked #263.

McCarley & Cook Financial Planners first reported a position in PEP in Q4 2025 and has held it in 4 quarters since. The position peaked at $311 in Q1 2026. 989 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • McCarley & Cook Financial Planners held 2 shares of PepsiCo worth $253 as of Q3 2026.
  • McCarley & Cook Financial Planners left its PepsiCo share count unchanged in Q3 2026.
  • PepsiCo made up ﹤0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #263 holding.
  • McCarley & Cook Financial Planners first reported a position in PepsiCo in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's PepsiCo position peaked at $311 in Q1 2026.
  • 989 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.