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Retirement Planning Group (Kansas)’s PepsiCo PEP Stock Holding History

Retirement Planning Group (Kansas)’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 		$2.9M Sell
21,382
-1,376
-6% -$206K 0.07% 116
2026
Q1 		$3.53M Sell
22,758
-343
-1% -$53.4K 0.11% 84
2025
Q4 		$3.32M Buy
23,101
+2,130
+10% +$313K 0.11% 84
2025
Q3 		$2.95M Buy
20,971
+17,014
+430% +$2.43M 0.1% 87
2025
Q2 		$522K Buy
3,957
+202
+5% +$27.2K 0.02% 209
2025
Q1 		$563K Sell
3,755
-332
-8% -$49.4K 0.03% 189
2024
Q4 		$621K Sell
4,087
-315
-7% -$51.6K 0.03% 171
2024
Q3 		$749K Buy
+4,402
New +$756K 0.04% 149
2024
Q2 		– Sell
-1,189
Closed -$208K – 238
2024
Q1 		$208K Buy
+1,189
New +$200K 0.02% 209

Other funds holding PEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Retirement Planning Group (Kansas)'s PEP Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its PepsiCo (PEP) stake by 6% in Q2 2026, selling an estimated $206K and leaving 21,382 shares worth $2.9M. The position accounts for 0.07% of the portfolio, ranked #116.

Retirement Planning Group (Kansas) first reported a position in PEP in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.53M in Q1 2026. 3,414 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Retirement Planning Group (Kansas) held 21,382 shares of PepsiCo worth $2.9M as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 1,376 PepsiCo shares in Q2 2026, an estimated $206K.
  • PepsiCo made up 0.07% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #116 holding.
  • Retirement Planning Group (Kansas) first reported a position in PepsiCo in Q1 2024 and has held it in 9 quarters since.
  • Retirement Planning Group (Kansas)'s PepsiCo position peaked at $3.53M in Q1 2026.
  • 3,414 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.