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Planning Alternatives’s PepsiCo PEP Stock Holding History

Planning Alternatives’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 		$291K Buy
1,873
+442
+31% +$68.9K 0.04% 83
2025
Q4 		$205K Sell
1,431
-308
-18% -$45.3K 0.03% 94
2025
Q3 		$244K Buy
+1,739
New +$248K 0.03% 79

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

Planning Alternatives's PEP Position: Q1 2026 in Review

Planning Alternatives increased its PepsiCo (PEP) stake by 31% in Q1 2026, buying an estimated $68.9K and bringing the position to 1,873 shares worth $291K. The position accounts for 0.04% of the portfolio, ranked #83.

Planning Alternatives 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.

  • Planning Alternatives held 1,873 shares of PepsiCo worth $291K as of Q1 2026.
  • Planning Alternatives bought 442 PepsiCo shares in Q1 2026, an estimated $68.9K.
  • PepsiCo made up 0.04% of Planning Alternatives's portfolio in Q1 2026, its #83 holding.
  • Planning Alternatives 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 Planning Alternatives's 13F filing for Q1 2026, filed 7 May 2026.