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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

S.E.E.D. Planning Group's PEP Position: Q1 2026 in Review

S.E.E.D. Planning Group increased its PepsiCo (PEP) stake by 13% in Q1 2026, buying an estimated $530K and bringing the position to 29,190 shares worth $4.53M. The position accounts for 1.32% of the portfolio, ranked #24.

S.E.E.D. Planning Group first reported a position in PEP in Q1 2020 and has held it in 14 quarters since. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

S.E.E.D. Planning Group held 29,190 shares of PepsiCo worth $4.53M as of Q1 2026.
S.E.E.D. Planning Group bought 3,401 PepsiCo shares in Q1 2026, an estimated $530K.
PepsiCo made up 1.32% of S.E.E.D. Planning Group's portfolio in Q1 2026, its #24 holding.
S.E.E.D. Planning Group first reported a position in PepsiCo in Q1 2020 and has held it in 14 quarters since.
3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q1 2026, filed 23 Apr 2026.