PIFP
PEP icon

Partners in Financial Planning’s PepsiCo PEP Stock Holding History

Partners in 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
Q1 		$203K Buy
+1,309
New +$204K 0.03% 121
2025
Q1 		– Sell
-1,399
Closed -$213K – 108
2024
Q4 		$213K Hold
1,399
– – 0.04% 104
2024
Q3 		$238K Hold
1,399
– – 0.05% 99
2024
Q2 		$231K Hold
1,399
– – 0.05% 97
2024
Q1 		$245K Hold
1,399
– – 0.05% 93
2023
Q4 		$238K Hold
1,399
– – 0.06% 93
2023
Q3 		$237K Buy
+1,399
New +$254K 0.06% 89

Other funds holding PEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Partners in Financial Planning's PEP Position: Q1 2026 in Review

Partners in Financial Planning opened a new position in PepsiCo (PEP) in Q1 2026: 1,309 shares worth $203K. The stake represents 0.03% of the portfolio and ranks #121 among its holdings. This is a return to the name: Partners in Financial Planning previously reported a position in PEP as recently as Q4 2024.

Partners in Financial Planning first reported a position in PEP in Q3 2023 and has held it in 7 quarters since. The position peaked at $245K in Q1 2024. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Partners in Financial Planning held 1,309 shares of PepsiCo worth $203K as of Q1 2026.
  • PepsiCo was a new Partners in Financial Planning position in Q1 2026.
  • PepsiCo made up 0.03% of Partners in Financial Planning's portfolio in Q1 2026, its #121 holding.
  • Partners in Financial Planning first reported a position in PepsiCo in Q3 2023 and has held it in 7 quarters since.
  • Partners in Financial Planning's PepsiCo position peaked at $245K in Q1 2024.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.