Cornerstone Planning Group LLC

Position in PEP — Pepsico Inc

CIK 1822587 FAIRFIELD, NJ

Position in PEP

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$93,290

-$26,904 QoQ

Shares Held

689

-11.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#3,199

of 3,404 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $414,481 across 7 Beverages - Non-Alcoholic names. PEP ranks #2 (22.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	2,533	$205,856
2	PEP	Pepsico Inc This page	689	$93,290
3	MNST	Monster Beverage Corp	1,894	$91,025
4	KDP	Keurig Dr Pepper Inc.	341	$11,160
5	PRMB	Primo Brands Corp	272	$6,647
6	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	60	$6,004
7	FIZZ	National Beverage Corp	16	$499

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$93,290	689	-11.0%	Shares	Sole	2026-07-29
2026-03-31	$120,194	774	+42.3%	Shares	Sole	2026-05-06
2025-12-31	$78,074	544	+71.6%	Shares	Sole	2026-02-02
2025-09-30	$44,519	317	-45.2%	Shares	Sole	2025-11-04
2025-06-30	$76,319	578	-10.9%	Shares	Sole	2025-08-11
2025-03-31	$97,311	649	+28.3%	Shares	Sole	2025-04-30
2024-12-31	$76,942	506	-9.3%	Shares	Sole	2025-01-29
2024-09-30	$94,887	558	-3.8%	Shares	Sole	2024-11-05
2024-06-30	$95,659	580	-1.7%	Shares	Sole	2024-08-13
2024-03-31	$103,255	590	-10.3%	Shares	Sole	2024-05-07
2023-12-31	$111,754	658	-0.6%	Shares	Sole	2024-02-12
2023-09-30	$112,169	662	+31.9%	Shares	Sole	2023-11-08
2023-06-30	$92,980	502	-37.6%	Shares	Sole	2023-08-15
2022-12-31	$145,431	805	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.