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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

S.E.E.D. Planning Group's PEP Position: Q2 2026 in Review

S.E.E.D. Planning Group increased its PepsiCo (PEP) stake by 9.1% in Q2 2026, buying an estimated $399K and bringing the position to 31,857 shares worth $4.31M. The position accounts for 1.14% of the portfolio, ranked #27.

S.E.E.D. Planning Group first reported a position in PEP in Q1 2020 and has held it in 15 quarters since. The position peaked at $4.53M in Q1 2026. 3,403 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

S.E.E.D. Planning Group held 31,857 shares of PepsiCo worth $4.31M as of Q2 2026.
S.E.E.D. Planning Group bought 2,667 PepsiCo shares in Q2 2026, an estimated $399K.
PepsiCo made up 1.14% of S.E.E.D. Planning Group's portfolio in Q2 2026, its #27 holding.
S.E.E.D. Planning Group first reported a position in PepsiCo in Q1 2020 and has held it in 15 quarters since.
S.E.E.D. Planning Group's PepsiCo position peaked at $4.53M in Q1 2026.
3,403 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q2 2026, filed 4 Aug 2026.