PRP
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Peak Retirement Planning’s PepsiCo PEP Stock Holding History

Peak Retirement 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 		$3.2M Buy
23,631
+7,890
+50% +$1.18M 0.51% 62
2026
Q1 		$2.44M Buy
15,741
+846
+6% +$132K 0.49% 57
2025
Q4 		$2.14M Buy
14,895
+1,918
+15% +$282K 0.5% 50
2025
Q3 		$1.82M Buy
12,977
+2,862
+28% +$409K 0.51% 57
2025
Q2 		$1.34M Buy
10,115
+3,375
+50% +$455K 0.54% 53
2025
Q1 		$1.01M Buy
6,740
+1,493
+28% +$222K 0.56% 54
2024
Q4 		$797K Buy
+5,247
New +$860K 0.54% 64

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

Peak Retirement Planning's PEP Position: Q2 2026 in Review

Peak Retirement Planning increased its PepsiCo (PEP) stake by 50% in Q2 2026, buying an estimated $1.18M and bringing the position to 23,631 shares worth $3.2M. The position accounts for 0.51% of the portfolio, ranked #62.

Peak Retirement Planning first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. 3,389 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Peak Retirement Planning held 23,631 shares of PepsiCo worth $3.2M as of Q2 2026.
  • Peak Retirement Planning bought 7,890 PepsiCo shares in Q2 2026, an estimated $1.18M.
  • PepsiCo made up 0.51% of Peak Retirement Planning's portfolio in Q2 2026, its #62 holding.
  • Peak Retirement Planning first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
  • 3,389 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.