UFPG
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United Financial Planning Group’s PepsiCo PEP Stock Holding History

United Financial 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 		$45.9K Sell
339
-52
-13% -$7.78K 0.02% 101
2026
Q1 		$60.7K Buy
391
+9
+2% +$1.4K 0.04% 81
2025
Q4 		$54.8K Buy
382
+29
+8% +$4.26K 0.03% 87
2025
Q3 		$49.6K Buy
+353
New +$50.4K 0.03% 83

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

United Financial Planning Group's PEP Position: Q2 2026 in Review

United Financial Planning Group reduced its PepsiCo (PEP) stake by 13% in Q2 2026, selling an estimated $7.78K and leaving 339 shares worth $45.9K. The position accounts for 0.02% of the portfolio, ranked #101.

United Financial Planning Group first reported a position in PEP in Q3 2025 and has held it in 4 quarters since. The position peaked at $60.7K in Q1 2026. 3,401 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • United Financial Planning Group held 339 shares of PepsiCo worth $45.9K as of Q2 2026.
  • United Financial Planning Group sold 52 PepsiCo shares in Q2 2026, an estimated $7.78K.
  • PepsiCo made up 0.02% of United Financial Planning Group's portfolio in Q2 2026, its #101 holding.
  • United Financial Planning Group first reported a position in PepsiCo in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's PepsiCo position peaked at $60.7K in Q1 2026.
  • 3,401 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.