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S.E.E.D. Planning Group’s PepsiCo PEP Stock Holding History

S.E.E.D. Planning Group’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 		$261K Sell
2,063
-29,794
-94% -$4.1M 0.06% 93
2026
Q2 		$4.31M Buy
31,857
+2,667
+9% +$399K 1.14% 27
2026
Q1 		$4.53M Buy
29,190
+3,401
+13% +$530K 1.32% 24
2025
Q4 		$3.7M Buy
25,789
+723
+3% +$106K 1.05% 26
2025
Q3 		$3.52M Buy
25,066
+1,590
+7% +$227K 1.03% 29
2025
Q2 		$3.1M Buy
23,476
+12,766
+119% +$1.72M 0.97% 33
2025
Q1 		$1.61M Buy
+10,710
New +$1.59M 0.54% 47
2022
Q2 		– Sell
-9,938
Closed -$1.66M – 92
2022
Q1 		$1.66M Sell
9,938
-6,639
-40% -$1.11M 0.71% 41
2021
Q4 		$2.88M Sell
16,577
-731
-4% -$119K 1.25% 31
2021
Q3 		$2.6M Sell
17,308
-905
-5% -$140K 1.23% 31
2021
Q2 		$2.7M Sell
18,213
-431
-2% -$62.8K 1.33% 30
2021
Q1 		$2.64M Sell
18,644
-435
-2% -$59.7K 1.45% 30
2020
Q4 		$2.83M Sell
19,079
-1,132
-6% -$161K 1.7% 29
2020
Q3 		$2.8M Sell
20,211
-1,176
-5% -$160K 2.05% 24
2020
Q2 		$2.83M Buy
21,387
+150
+0.7% +$19.8K 2.21% 22
2020
Q1 		$2.55M Buy
+21,237
New +$2.87M 2.48% 17

Other funds holding PEP

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

S.E.E.D. Planning Group's PEP Position: Q3 2026 in Review

S.E.E.D. Planning Group reduced its PepsiCo (PEP) stake by 94% in Q3 2026, selling an estimated $4.1M and leaving 2,063 shares worth $261K. The position accounts for 0.06% of the portfolio, ranked #93.

S.E.E.D. Planning Group first reported a position in PEP in Q1 2020 and has held it in 16 quarters since. The position peaked at $4.53M in Q1 2026. 622 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • S.E.E.D. Planning Group held 2,063 shares of PepsiCo worth $261K as of Q3 2026.
  • S.E.E.D. Planning Group sold 29,794 PepsiCo shares in Q3 2026, an estimated $4.1M.
  • PepsiCo made up 0.06% of S.E.E.D. Planning Group's portfolio in Q3 2026, its #93 holding.
  • S.E.E.D. Planning Group first reported a position in PepsiCo in Q1 2020 and has held it in 16 quarters since.
  • S.E.E.D. Planning Group's PepsiCo position peaked at $4.53M in Q1 2026.
  • 622 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.