PP
PEP icon

PDS Planning’s PepsiCo PEP Stock Holding History

PDS 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 		$1.53M Sell
9,854
-229
-2% -$35.7K 0.1% 96
2025
Q4 		$1.45M Sell
10,083
-184
-2% -$27K 0.1% 94
2025
Q3 		$1.44M Buy
10,267
+636
+7% +$90.8K 0.1% 90
2025
Q2 		$1.27M Buy
9,631
+61
+0.6% +$8.22K 0.09% 97
2025
Q1 		$1.43M Buy
9,570
+1,056
+12% +$157K 0.12% 79
2024
Q4 		$1.29M Sell
8,514
-591
-6% -$96.8K 0.12% 81
2024
Q3 		$1.55M Sell
9,105
-56
-0.6% -$9.62K 0.14% 73
2024
Q2 		$1.51M Buy
9,161
+408
+5% +$70.4K 0.15% 70
2024
Q1 		$1.53M Buy
8,753
+224
+3% +$37.7K 0.16% 67
2023
Q4 		$1.45M Buy
8,529
+370
+5% +$61.4K 0.17% 64
2023
Q3 		$1.38M Sell
8,159
-119
-1% -$21.6K 0.18% 64
2023
Q2 		$1.53M Buy
8,278
+412
+5% +$76.9K 0.2% 60
2023
Q1 		$1.43M Buy
7,866
+1,832
+30% +$320K 0.2% 60
2022
Q4 		$1.09M Sell
6,034
-3
-0% -$535 0.17% 58
2022
Q3 		$986K Buy
6,037
+35
+0.6% +$6.03K 0.18% 52
2022
Q2 		$1M Buy
6,002
+428
+8% +$72.1K 0.18% 57
2022
Q1 		$933K Buy
5,574
+661
+13% +$111K 0.16% 61
2021
Q4 		$854K Buy
4,913
+19
+0.4% +$3.1K 0.16% 62
2021
Q3 		$736K Sell
4,894
-217
-4% -$33.6K 0.17% 63
2021
Q2 		$757K Buy
5,111
+1,271
+33% +$185K 0.18% 64
2021
Q1 		$543K Sell
3,840
-33
-0.9% -$4.53K 0.16% 73
2020
Q4 		$574K Buy
3,873
+128
+3% +$18.2K 0.2% 65
2020
Q3 		$519K Sell
3,745
-149
-4% -$20.3K 0.21% 64
2020
Q2 		$515K Buy
3,894
+827
+27% +$109K 0.23% 59
2020
Q1 		$368K Buy
3,067
+996
+48% +$135K 0.23% 57
2019
Q4 		$283K Sell
2,071
-91
-4% -$12.4K 0.18% 74
2019
Q3 		$296K Buy
2,162
+90
+4% +$12K 0.21% 69
2019
Q2 		$272K Buy
2,072
+167
+9% +$21.4K 0.2% 67
2019
Q1 		$234K Sell
1,905
-195
-9% -$22.2K 0.18% 72
2018
Q4 		$232K Buy
2,100
+210
+11% +$23.7K 0.2% 66
2018
Q3 		$211K Buy
1,890
+152
+9% +$17.2K 0.18% 68
2018
Q2 		$189K Buy
1,738
+104
+6% +$10.7K 0.19% 64
2018
Q1 		$178K Buy
+1,634
New +$186K 0.18% 65

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

PDS Planning's PEP Position: Q1 2026 in Review

PDS Planning reduced its PepsiCo (PEP) stake by 2.3% in Q1 2026, selling an estimated $35.7K and leaving 9,854 shares worth $1.53M. The position accounts for 0.1% of the portfolio, ranked #96.

PDS Planning first reported a position in PEP in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.55M in Q3 2024. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • PDS Planning held 9,854 shares of PepsiCo worth $1.53M as of Q1 2026.
  • PDS Planning sold 229 PepsiCo shares in Q1 2026, an estimated $35.7K.
  • PepsiCo made up 0.1% of PDS Planning's portfolio in Q1 2026, its #96 holding.
  • PDS Planning first reported a position in PepsiCo in Q1 2018 and has held it in 33 quarters since.
  • PDS Planning's PepsiCo position peaked at $1.55M in Q3 2024.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.