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 Q2	–	Sell	-1,309	Closed	-$203K	–	132
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Partners in Financial Planning sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 1,309 shares — an estimated $203K sold.

Partners in Financial Planning first reported a position in PEP in Q3 2023 and held it in 7 quarters. The position peaked at $245K in Q1 2024. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Partners in Financial Planning reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
Partners in Financial Planning sold 1,309 PepsiCo shares in Q2 2026, an estimated $203K.
Partners in Financial Planning first reported a position in PepsiCo in Q3 2023 and held it in 7 quarters.
Partners in Financial Planning's PepsiCo position peaked at $245K in Q1 2024.
3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.