Planning Strategies Inc.’s PepsiCo PEP Stock Holding History

Planning Strategies Inc.’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	$36.2K	Buy	+267	New	+$39.9K	0.02%	188

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

Planning Strategies Inc.'s PEP Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in PepsiCo (PEP) in Q2 2026: 267 shares worth $36.2K. The stake represents 0.02% of the portfolio and ranks #188 among its holdings.

1,372 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Planning Strategies Inc. held 267 shares of PepsiCo worth $36.2K as of Q2 2026.
PepsiCo was a new Planning Strategies Inc. position in Q2 2026.
PepsiCo made up 0.02% of Planning Strategies Inc.'s portfolio in Q2 2026, its #188 holding.
1,372 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.