Planning Strategies »

Pepsi shares owned by Planning Strategies

Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Planning Strategies from 13F filings

Historical chart of Planning Strategies investment in Pepsi

Tip: Access up to 7 years of quarterly data

All positions including Pepsi held by Planning Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pepsi by Planning Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $36k 267 135.40

More positions owned by Planning Strategies

Vanguard Russell 1000 Growth Etf Etf (VONG)
Franklin International Low Volatility High Dividend Index Etf Etf (LVHI)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Invesco S&p 100 Equal Weight Etf Etf (EQWL)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Nvidia Corporation Stock (NVDA)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Apple Stock (AAPL)
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)

View all positions for Planning Strategies

Top funds holding Pepsi

BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Geode Capital Management
Charles Schwab Investment Management
Invesco
Morgan Stanley
Bank of America Corporation
Northern Trust
Goldman Sachs Group
Franklin Resources
Wells Fargo & Company
Amundi
Ubs Global Asset Management Americas

View all funds holding Pepsi