PAW
PEP icon

Plan A Wealth’s PepsiCo PEP Stock Holding History

Plan A Wealth’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 		$500K Sell
3,944
-61
-2% -$8.4K 0.18% 85
2026
Q2 		$542K Sell
4,005
-82
-2% -$12.3K 0.23% 74
2026
Q1 		$635K Buy
4,087
+82
+2% +$12.8K 0.3% 50
2025
Q4 		$575K Hold
4,005
– – 0.28% 61
2025
Q3 		$562K Sell
4,005
-59
-1% -$8.43K 0.29% 58
2025
Q2 		$537K Buy
4,064
+23
+0.6% +$3.1K 0.3% 59
2025
Q1 		$606K Sell
4,041
-95
-2% -$14.1K 0.47% 40
2024
Q4 		$629K Buy
+4,136
New +$678K 0.58% 40

Other funds holding PEP

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Plan A Wealth's PEP Position: Q3 2026 in Review

Plan A Wealth reduced its PepsiCo (PEP) stake by 1.5% in Q3 2026, selling an estimated $8.4K and leaving 3,944 shares worth $500K. The position accounts for 0.18% of the portfolio, ranked #85.

Plan A Wealth first reported a position in PEP in Q4 2024 and has held it in 8 quarters since. The position peaked at $635K in Q1 2026. 176 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Plan A Wealth held 3,944 shares of PepsiCo worth $500K as of Q3 2026.
  • Plan A Wealth sold 61 PepsiCo shares in Q3 2026, an estimated $8.4K.
  • PepsiCo made up 0.18% of Plan A Wealth's portfolio in Q3 2026, its #85 holding.
  • Plan A Wealth first reported a position in PepsiCo in Q4 2024 and has held it in 8 quarters since.
  • Plan A Wealth's PepsiCo position peaked at $635K in Q1 2026.
  • 176 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.