Spartan Planning & Wealth Management’s PepsiCo PEP Stock Holding History

Spartan Planning & Wealth Management’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	–	Sell	-1,666	Closed	-$259K	–	85
2026 Q1	$259K	Sell	1,666 -1,456	-47%	-$227K	0.19%	58
2025 Q4	$448K	Buy	+3,122	New	+$459K	0.33%	44
2022 Q4	$830K	Buy	4,595 +1,760	+62%	+$314K	1.03%	16
2022 Q3	$463K	Sell	2,835 -140	-5%	-$24.1K	0.61%	17
2022 Q2	$496K	Sell	2,975 -1,033	-26%	-$174K	0.66%	18
2022 Q1	$671K	Buy	+4,008	New	+$673K	0.84%	21

Other funds holding PEP

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Spartan Planning & Wealth Management's PEP Position: Q2 2026 in Review

Spartan Planning & Wealth Management sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 1,666 shares — an estimated $259K sold.

Spartan Planning & Wealth Management first reported a position in PEP in Q1 2022 and held it in 6 quarters. The position peaked at $830K in Q4 2022. 1,141 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Spartan Planning & Wealth Management reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
Spartan Planning & Wealth Management sold 1,666 PepsiCo shares in Q2 2026, an estimated $259K.
Spartan Planning & Wealth Management first reported a position in PepsiCo in Q1 2022 and held it in 6 quarters.
Spartan Planning & Wealth Management's PepsiCo position peaked at $830K in Q4 2022.
1,141 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.