How many shares of PEP does Capital Wealth Planning, LLC own?

As of 2026-Q2, Capital Wealth Planning, LLC holds 3,445 shares of PEP (PEPSICO INC).

What is Capital Wealth Planning, LLC's PEP position worth?

As of 2026-Q2, Capital Wealth Planning, LLC's PEP position is worth $466,453.

Is Capital Wealth Planning, LLC buying or selling PEP?

In 2026-Q2, Capital Wealth Planning, LLC decreased their PEP position (-0.4% change in shares).

When did Capital Wealth Planning, LLC first buy PEP?

Based on available 13F filings, Capital Wealth Planning, LLC first reported a position in PEP in 2019-Q1. They have held the position across 30 quarters.

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Capital Wealth Planning, LLC

PEP
30 quarters

Position history for Capital Wealth Planning, LLC's holdings in PEPSICO INC

Current Value

$466,453

Current Shares

3,445

Total Value Change

-$412,547

Total Shares Change

-3,725

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	3,445	-0.4%	$466,453	0.0%	$135.40	0
2026-Q1	Decreased	3,460	-83.3%	$537,303	0.0%	$164.91	0
2025-Q4	Increased	20,703	+59.7%	$3M	0.0%	$144.16	38
2025-Q3	Increased	12,964	+510.4%	$1.8M	0.0%	$138.81	42
2025-Q2	Decreased	2,124	-43.0%	$280,453	0.0%	$128.51	0
2025-Q1	Increased	3,724	+32.1%	$558,377	0.0%	$144.80	31
2024-Q4	Decreased	2,818	-81.9%	$428,505	0.0%	$145.89	0
2024-Q3	Increased	15,571	+238.9%	$2.6M	0.0%	$162.09	42
2024-Q2	Increased	4,595	+11.0%	$757,853	0.0%	$156.07	27
2024-Q1	Increased	4,139	+12.1%	$724,366	0.0%	$164.31	28
2023-Q4	Decreased	3,692	-7.4%	$627,049	0.0%	$158.25	0
2023-Q3	Increased	3,987	+8.6%	$675,557	0.0%	$156.68	27
2023-Q2	Increased	3,670	+6.5%	$679,757	0.0%	$168.84	26
2023-Q1	Decreased	3,447	-15.8%	$628,388	0.0%	$164.89	0
2022-Q4	Decreased	4,094	-0.1%	$739,622	0.0%	$163.63	0
2022-Q3	Decreased	4,100	-35.2%	$669,000	0.0%	$149.97	0
2022-Q2	Increased	6,325	+54.8%	$1.1M	0.0%	$149.08	35
2022-Q1	Decreased	4,087	-31.8%	$684,000	0.0%	$149.14	0
2021-Q4	Increased	5,995	+10.9%	$1M	0.0%	$152.32	28
2021-Q3	Decreased	5,407	-8.3%	$813,000	0.0%	$133.45	0
2021-Q2	Decreased	5,895	-72.7%	$873,000	0.0%	$127.87	0
2021-Q1	Decreased	21,568	-96.0%	$3.1M	0.1%	$123.15	0
2020-Q4	Increased	535,249	+17.6%	$74.6M	2.9%	$126.26	59
2020-Q3	Decreased	454,934	-26.9%	$63.1M	3.1%	$116.73	0
2020-Q2	Increased	622,180	+5.7%	$82.3M	4.7%	$110.76	58
2020-Q1	Increased	588,876	+68.6%	$70.7M	4.5%	$105.21	80
2019-Q4	Increased	349,225	+5.9%	$47.7M	2.8%	$113.94	53
2019-Q3	Increased	329,771	+14.0%	$45.5M	2.9%	$112.15	57
2019-Q2	Increased	289,378	+3936.0%	$37.9M	2.8%	$107.70	80
2019-Q1	New	7,170	-	$879,000	0.6%	$99.93	49

Other major holders of PEP: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC

PEP30 quarters

PEP
30 quarters