SFP
PEP icon

Sterling Financial Planning’s PepsiCo PEP Stock Holding History

Sterling Financial Planning’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 		$430K Buy
3,178
+2
+0.1% +$299 0.12% 79
2026
Q1 		$493K Buy
3,176
+4
+0.1% +$623 0.15% 73
2025
Q4 		$455K Hold
3,172
– – 0.14% 74
2025
Q3 		$445K Buy
3,172
+2
+0.1% +$286 0.14% 74
2025
Q2 		$419K Sell
3,170
-112
-3% -$15.1K 0.14% 76
2025
Q1 		$492K Buy
3,282
+101
+3% +$15K 0.18% 74
2024
Q4 		$484K Buy
3,181
+496
+18% +$81.3K 0.18% 74
2024
Q3 		$457K Sell
2,685
-141
-5% -$24.2K 0.17% 76
2024
Q2 		$466K Sell
2,826
-54
-2% -$9.32K 0.19% 74
2024
Q1 		$504K Sell
2,880
-59
-2% -$9.93K 0.2% 69
2023
Q4 		$499K Buy
2,939
+103
+4% +$17.1K 0.22% 69
2023
Q3 		$481K Buy
2,836
+3
+0.1% +$545 0.25% 61
2023
Q2 		$525K Buy
2,833
+4
+0.1% +$746 0.26% 61
2023
Q1 		$516K Sell
2,829
-112
-4% -$19.6K 0.28% 58
2022
Q4 		$531K Buy
2,941
+3
+0.1% +$535 0.32% 56
2022
Q3 		$480K Buy
2,938
+2
+0.1% +$345 0.34% 56
2022
Q2 		$489K Buy
2,936
+2
+0.1% +$337 0.34% 52
2022
Q1 		$491K Buy
2,934
+3
+0.1% +$504 0.31% 53
2021
Q4 		$509K Sell
2,931
-120
-4% -$19.6K 0.32% 56
2021
Q3 		$459K Sell
3,051
-147
-5% -$22.8K 0.29% 53
2021
Q2 		$474K Buy
3,198
+2
+0.1% +$291 0.31% 50
2021
Q1 		$452K Sell
3,196
-47
-1% -$6.45K 0.32% 47
2020
Q4 		$481K Buy
+3,243
New +$461K 0.39% 44

Other funds holding PEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sterling Financial Planning's PEP Position: Q2 2026 in Review

Sterling Financial Planning increased its PepsiCo (PEP) stake by 0.06% in Q2 2026, buying an estimated $299 and bringing the position to 3,178 shares worth $430K. The position accounts for 0.12% of the portfolio, ranked #79.

Sterling Financial Planning first reported a position in PEP in Q4 2020 and has held it in 23 quarters since. The position peaked at $531K in Q4 2022. 3,392 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Sterling Financial Planning held 3,178 shares of PepsiCo worth $430K as of Q2 2026.
  • Sterling Financial Planning bought 2 PepsiCo shares in Q2 2026, an estimated $299.
  • PepsiCo made up 0.12% of Sterling Financial Planning's portfolio in Q2 2026, its #79 holding.
  • Sterling Financial Planning first reported a position in PepsiCo in Q4 2020 and has held it in 23 quarters since.
  • Sterling Financial Planning's PepsiCo position peaked at $531K in Q4 2022.
  • 3,392 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.