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Prosperity Planning’s PepsiCo PEP Stock Holding History

Prosperity Planning’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 		– Sell
-1,304
Closed -$202K – 119
2026
Q1 		$202K Buy
+1,304
New +$203K 0.05% 109

Other funds holding PEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Prosperity Planning's PEP Position: Q2 2026 in Review

Prosperity Planning sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 1,304 shares — an estimated $202K sold.

Prosperity Planning first reported a position in PEP in Q1 2026 and held it in 1 quarter. The position peaked at $202K in Q1 2026. 1,032 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Prosperity Planning reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
  • Prosperity Planning sold 1,304 PepsiCo shares in Q2 2026, an estimated $202K.
  • Prosperity Planning first reported a position in PepsiCo in Q1 2026 and held it in 1 quarter.
  • Prosperity Planning's PepsiCo position peaked at $202K in Q1 2026.
  • 1,032 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.