Back to PEP
Creative Planning PEP Position History
PepsiCo, Inc. • Consumer Defensive
Quarters held
17
Latest value
$655K
Q3 2026
Peak value
$135.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $273K |
| Q3 2025 | $1.7M |
| Q3 2025 | $96.7M |
| Q4 2025 | $113.6M |
| Q4 2025 | $544K |
| Q4 2025 | $262K |
| Q4 2025 | $2.2M |
| Q1 2026 | $2M |
| Q1 2026 | $135.6M |
| Q1 2026 | $794K |
| Q2 2026 | $1.5M |
| Q2 2026 | $110.5M |
| Q2 2026 | $862K |
| Q2 2026 | $1K |
| Q3 2026 | $1.5M |
| Q3 2026 | $101.8M |
| Q3 2026 | $655K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $655K | 31.0K | — | — |
| Q3 2026 | $101.8M | 803.7K | — | — |
| Q3 2026 | $1.5M | 11.9K | — | — |
| Q2 2026 | $1K | 2.8K | — | — |
| Q2 2026 | $862K | 39.5K | — | — |
| Q2 2026 | $110.5M | 816.2K | — | — |
| Q2 2026 | $1.5M | 11.4K | — | — |
| Q1 2026 | $794K | 36.3K | — | — |
| Q1 2026 | $135.6M | 873.0K | — | — |
| Q1 2026 | $2M | 12.8K | — | — |
| Q4 2025 | $2.2M | 15.3K | — | — |
| Q4 2025 | $262K | 1.8K | — | — |
| Q4 2025 | $544K | 24.7K | — | — |
| Q4 2025 | $113.6M | 791.2K | — | — |
| Q3 2025 | $96.7M | 688.8K | — | — |
| Q3 2025 | $1.7M | 12.0K | — | — |
| Q3 2025 | $273K | 12.3K | — | — |
Other funds holding PEP
$19.2B
$17.9B
$17.3B
$17.2B
$10.1B
$9.7B
$9.6B
$9.2B