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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
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 $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

Retirement Planning Group (Kansas)'s PEP Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its PepsiCo (PEP) stake by 1.5% in Q1 2026, selling an estimated $53.4K and leaving 22,758 shares worth $3.53M. The position accounts for 0.11% of the portfolio, ranked #84.

Retirement Planning Group (Kansas) first reported a position in PEP in Q1 2024 and has held it in 8 quarters since. 3,535 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Retirement Planning Group (Kansas) held 22,758 shares of PepsiCo worth $3.53M as of Q1 2026.
  • Retirement Planning Group (Kansas) sold 343 PepsiCo shares in Q1 2026, an estimated $53.4K.
  • PepsiCo made up 0.11% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #84 holding.
  • Retirement Planning Group (Kansas) first reported a position in PepsiCo in Q1 2024 and has held it in 8 quarters since.
  • 3,535 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.