Planning Strategies’s PepsiCo PEP Stock Holding History

Planning Strategies’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	$42.8K	Buy	338 +71	+27%	+$9.8K	0.03%	174
2026 Q2	$36.2K	Buy	+267	New	+$39.9K	0.02%	188

Other funds holding PEP

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Planning Strategies's PEP Position: Q3 2026 in Review

Planning Strategies increased its PepsiCo (PEP) stake by 27% in Q3 2026, buying an estimated $9.8K and bringing the position to 338 shares worth $42.8K. The position accounts for 0.03% of the portfolio, ranked #174.

Planning Strategies first reported a position in PEP in Q2 2026 and has held it in 2 quarters since. 2,951 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

Planning Strategies held 338 shares of PepsiCo worth $42.8K as of Q3 2026.
Planning Strategies bought 71 PepsiCo shares in Q3 2026, an estimated $9.8K.
PepsiCo made up 0.03% of Planning Strategies's portfolio in Q3 2026, its #174 holding.
Planning Strategies first reported a position in PepsiCo in Q2 2026 and has held it in 2 quarters since.
2,951 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.