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Plan Group Financial’s PepsiCo PEP Stock Holding History

Plan Group Financial’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 		$408K Buy
2,630
+19
+0.7% +$2.96K 0.1% 136
2025
Q4 		$375K Buy
2,611
+133
+5% +$19.5K 0.1% 131
2025
Q3 		$348K Buy
+2,478
New +$354K 0.09% 136

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

Plan Group Financial's PEP Position: Q1 2026 in Review

Plan Group Financial increased its PepsiCo (PEP) stake by 0.73% in Q1 2026, buying an estimated $2.96K and bringing the position to 2,630 shares worth $408K. The position accounts for 0.1% of the portfolio, ranked #136.

Plan Group Financial first reported a position in PEP in Q3 2025 and has held it in 3 quarters since. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Plan Group Financial held 2,630 shares of PepsiCo worth $408K as of Q1 2026.
  • Plan Group Financial bought 19 PepsiCo shares in Q1 2026, an estimated $2.96K.
  • PepsiCo made up 0.1% of Plan Group Financial's portfolio in Q1 2026, its #136 holding.
  • Plan Group Financial first reported a position in PepsiCo in Q3 2025 and has held it in 3 quarters since.
  • 3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.