BKM Wealth Management’s PepsiCo PEP Stock Holding History

BKM Wealth Management’s Portfolio PEP Stock Details PEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.12M	Sell	8,837 -257	-3%	-$35.4K	0.36%	75
2026 Q2	$1.23M	Buy	9,094 +963	+12%	+$144K	0.44%	66
2026 Q1	$1.26M	Sell	8,131 -238	-3%	-$37.1K	0.46%	65
2025 Q4	$1.2M	Sell	8,369 -2,240	-21%	-$329K	0.44%	64
2025 Q3	$1.49M	Sell	10,609 -488	-4%	-$69.7K	0.55%	55
2025 Q2	$1.47M	Sell	11,097 -15	-0.1%	-$2.02K	0.57%	54
2025 Q1	$1.67M	Buy	11,112 +1,822	+20%	+$271K	0.69%	48
2024 Q4	$1.41M	Sell	9,290 -1,003	-10%	-$164K	0.58%	54
2024 Q3	$1.75M	Buy	10,293 +1,300	+14%	+$223K	0.71%	40
2024 Q2	$1.48M	Sell	8,993 -1,642	-15%	-$283K	0.71%	43
2024 Q1	$1.86M	Buy	10,635 +952	+10%	+$160K	0.8%	34
2023 Q4	$1.64M	Buy	+9,683	New	+$1.61M	0.7%	35

Other funds holding PEP

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

BKM Wealth Management's PEP Position: Q3 2026 in Review

BKM Wealth Management reduced its PepsiCo (PEP) stake by 2.8% in Q3 2026, selling an estimated $35.4K and leaving 8,837 shares worth $1.12M. The position accounts for 0.36% of the portfolio, ranked #75.

BKM Wealth Management first reported a position in PEP in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.86M in Q1 2024. 2,951 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

BKM Wealth Management held 8,837 shares of PepsiCo worth $1.12M as of Q3 2026.
BKM Wealth Management sold 257 PepsiCo shares in Q3 2026, an estimated $35.4K.
PepsiCo made up 0.36% of BKM Wealth Management's portfolio in Q3 2026, its #75 holding.
BKM Wealth Management first reported a position in PepsiCo in Q4 2023 and has held it in 12 quarters since.
BKM Wealth Management's PepsiCo position peaked at $1.86M in Q1 2024.
2,951 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.