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Plan Group Financial, LLC

SEC CIK
0001940033
Latest filing
Aug 3, 2026

PEP holding history

PepsiCo Inc in every 13F filed by Plan Group Financial, 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 Q2 2026 holdings

Shares (Q2 2026)
2,534
Value
$343.1K
% of portfolio
0.1%
Quarters held
4
Since Q3 2025
Holdings of PEP by Plan Group Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,534$343.1K0.1%−96−3.7%ReducedHolders
Q1 20262,630$408.5K0.1%+19+0.7%AddedHolders
Q4 20252,611$374.7K0.1%+133+5.4%AddedHolders
Q3 20252,478$348.0K0.1%+2,478NewHolders