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Tempus Wealth Planning’s PepsiCo PEP Stock Holding History

Tempus Wealth 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 		$1.13M Buy
8,313
+194
+2% +$29K 0.22% 116
2026
Q1 		$1.26M Buy
8,119
+559
+7% +$87.1K 0.29% 100
2025
Q4 		$1.09M Buy
7,560
+47
+0.6% +$6.91K 0.25% 107
2025
Q3 		$1.06M Sell
7,513
-874
-10% -$125K 0.24% 112
2025
Q2 		$1.11M Buy
8,387
+124
+2% +$16.7K 0.28% 102
2025
Q1 		$1.24M Buy
8,263
+235
+3% +$35K 0.37% 81
2024
Q4 		$1.22M Buy
8,028
+19
+0.2% +$3.11K 0.37% 77
2024
Q3 		$1.36M Buy
8,009
+438
+6% +$75.2K 0.5% 53
2024
Q2 		$1.25M Buy
7,571
+184
+2% +$31.8K 0.52% 52
2024
Q1 		$1.29M Buy
7,387
+269
+4% +$45.3K 0.57% 43
2023
Q4 		$1.21M Buy
7,118
+103
+1% +$17.1K 0.53% 56
2023
Q3 		$1.19M Buy
7,015
+30
+0.4% +$5.45K 0.6% 41
2023
Q2 		$1.29M Sell
6,985
-2,118
-23% -$395K 0.58% 47
2023
Q1 		$1.66M Sell
9,103
-263
-3% -$46K 0.81% 26
2022
Q4 		$1.69M Sell
9,366
-3
-0% -$535 1.03% 23
2022
Q3 		$1.53M Sell
9,369
-129
-1% -$22.2K 1.02% 23
2022
Q2 		$1.58M Sell
9,498
-301
-3% -$50.7K 1.3% 17
2022
Q1 		$1.64M Sell
9,799
-890
-8% -$149K 1.17% 20
2021
Q4 		$1.86M Sell
10,689
-14
-0.1% -$2.29K 1% 27
2021
Q3 		$1.61M Buy
10,703
+736
+7% +$114K 0.91% 27
2021
Q2 		$1.48M Buy
9,967
+5,676
+132% +$827K 0.98% 25
2021
Q1 		$607K Buy
4,291
+1,471
+52% +$202K 0.64% 39
2020
Q4 		$418K Buy
2,820
+146
+5% +$20.8K 0.54% 37
2020
Q3 		$371K Sell
2,674
-63
-2% -$8.57K 0.54% 39
2020
Q2 		$362K Buy
2,737
+95
+4% +$12.5K 0.54% 38
2020
Q1 		$317K Buy
2,642
+71
+3% +$9.6K 0.52% 39
2019
Q4 		$351K Buy
+2,571
New +$350K 0.31% 50

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

Tempus Wealth Planning's PEP Position: Q2 2026 in Review

Tempus Wealth Planning increased its PepsiCo (PEP) stake by 2.4% in Q2 2026, buying an estimated $29K and bringing the position to 8,313 shares worth $1.13M. The position accounts for 0.22% of the portfolio, ranked #116.

Tempus Wealth Planning first reported a position in PEP in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.86M in Q4 2021. 3,398 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Tempus Wealth Planning held 8,313 shares of PepsiCo worth $1.13M as of Q2 2026.
  • Tempus Wealth Planning bought 194 PepsiCo shares in Q2 2026, an estimated $29K.
  • PepsiCo made up 0.22% of Tempus Wealth Planning's portfolio in Q2 2026, its #116 holding.
  • Tempus Wealth Planning first reported a position in PepsiCo in Q4 2019 and has held it in 27 quarters since.
  • Tempus Wealth Planning's PepsiCo position peaked at $1.86M in Q4 2021.
  • 3,398 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

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