Center for Financial Planning, Inc.

Position in PEP — Pepsico Inc

CIK 1803557 SOUTHFIED, MI

Position in PEP

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,800,684

-$269,176 QoQ

Shares Held

13,299

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.14%

of 13F equity value

Holder Rank

#1,417

of 3,394 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Center for Financial Planning, Inc. holds $3,698,538 across 3 Beverages - Non-Alcoholic names. PEP ranks #2 (48.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	23,097	$1,877,093
2	PEP	Pepsico Inc This page	13,299	$1,800,684
3	MNST	Monster Beverage Corp	432	$20,761

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,800,684	13,299	-0.2%	Shares	Sole	2026-07-21
2026-03-31	$2,069,860	13,329	0.0%	Shares	Sole	2026-05-04
2025-12-31	$1,912,978	13,329	-0.7%	Shares	Sole	2026-02-05
2025-09-30	$1,885,968	13,429	+10.0%	Shares	Sole	2025-11-06
2025-06-30	$1,611,284	12,203	0.0%	Shares	Sole	2025-08-04
2025-03-31	$1,829,717	12,203	-2.0%	Shares	Sole	2025-04-22
2024-12-31	$1,893,907	12,455	-1.6%	Shares	Sole	2025-01-30
2024-09-30	$2,152,152	12,656	+22.1%	Shares	Sole	2024-10-16
2024-06-30	$1,709,169	10,363	0.0%	Shares	Sole	2024-07-18
2024-03-31	$1,813,628	10,363	+2.5%	Shares	Sole	2024-04-25
2023-12-31	$1,717,422	10,112	-0.0%	Shares	Sole	2024-01-29
2023-09-30	$1,714,224	10,117	-1.2%	Shares	Sole	2023-10-24
2023-06-30	$1,895,726	10,235	+0.2%	Shares	Sole	2023-08-09
2023-03-31	$1,862,741	10,218	-1.6%	Shares	Sole	2023-05-02
2022-12-31	$1,876,696	10,388	-0.2%	Shares	Sole	2023-01-27
2022-09-30	$1,699,699	10,411	+0.2%	Shares	Sole	2022-10-14
2022-06-30	$1,732,430	10,395	0.0%	Shares	Sole	2022-08-12
2022-03-31	$1,739,915	10,395	0.0%	Shares	Sole	2022-05-03
2021-12-31	$1,805,715	10,395	-1.8%	Shares	Sole	2022-02-08
2021-09-30	$1,591,488	10,581	0.0%	Shares	Sole	2021-11-17
2021-06-30	$1,567,786	10,581	0.0%	Shares	Sole	2021-07-29
2021-03-31	$1,496,682	10,581	-1.8%	Shares	Sole	2021-05-10
2020-12-31	$1,598,674	10,780	-0.6%	Shares	Sole	2021-02-09
2020-09-30	$1,502,839	10,843	+0.7%	Shares	Sole	2020-11-12
2020-06-30	$1,424,175	10,768	-20.0%	Shares	Sole	2020-08-06
2020-03-31	$1,615,585	13,452	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.