Capital Planning Advisors, LLC
- SEC CIK
- 0001631941
- Latest filing
- May 14, 2026
PEP holding history
PepsiCo Inc in every 13F filed by Capital Planning Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PEP overviewAll 13F holders of PEPFull Q1 2026 holdings
- Shares (Q3 2025)
- 0
- Sold out in Q3 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 10
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | 0.0% | −3,871−100.0% | Sold out | Holders |
| Q2 2025 | 3,871 | $511.1K | 0.1% | −4,446−53.5% | Reduced | Holders |
| Q1 2025 | 8,317 | $1.25M | 0.2% | −2,075−20.0% | Reduced | Holders |
| Q4 2024 | 10,392 | $1.58M | 0.2% | −1,163−10.1% | Reduced | Holders |
| Q3 2024 | 11,555 | $1.96M | 0.3% | −1,694−12.8% | Reduced | Holders |
| Q2 2024 | 13,249 | $2.19M | 0.4% | +3,210+32.0% | Added | Holders |
| Q1 2024 | 10,039 | $1.76M | 0.3% | +2,603+35.0% | Added | Holders |
| Q4 2023 | 7,436 | $1.26M | 0.2% | +3,486+88.3% | Added | Holders |
| Q3 2023 | 3,950 | $669.3K | 0.1% | +2,595+191.5% | Added | Holders |
| Q2 2023 | 1,355 | $251.0K | 0.1% | +253+23.0% | Added | Holders |
| Q1 2023 | 1,102 | $200.9K | <0.1% | +1,102 | New | Holders |