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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Plan A Wealth's PEP Position: Q2 2026 in Review

Plan A Wealth reduced its PepsiCo (PEP) stake by 2% in Q2 2026, selling an estimated $12.3K and leaving 4,005 shares worth $542K. The position accounts for 0.23% of the portfolio, ranked #74.

Plan A Wealth first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $635K in Q1 2026. 3,393 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Plan A Wealth held 4,005 shares of PepsiCo worth $542K as of Q2 2026.
Plan A Wealth sold 82 PepsiCo shares in Q2 2026, an estimated $12.3K.
PepsiCo made up 0.23% of Plan A Wealth's portfolio in Q2 2026, its #74 holding.
Plan A Wealth first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
Plan A Wealth's PepsiCo position peaked at $635K in Q1 2026.
3,393 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.