Kaufman Rossin Wealth
PEP icon

Kaufman Rossin Wealth’s PepsiCo PEP Stock Holding History

Kaufman Rossin Wealth’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 		$222K Buy
+1,749
New +$241K 0.09% 146
2026
Q2 		– Sell
-2,143
Closed -$333K – 114
2026
Q1 		$333K Sell
2,143
-1,028
-32% -$160K 0.19% 62
2025
Q4 		$455K Sell
3,171
-434
-12% -$63.8K 0.24% 63
2025
Q3 		$506K Buy
3,605
+1,420
+65% +$203K 0.28% 47
2025
Q2 		$289K Buy
+2,185
New +$294K 0.18% 87

Other funds holding PEP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Kaufman Rossin Wealth's PEP Position: Q3 2026 in Review

Kaufman Rossin Wealth opened a new position in PepsiCo (PEP) in Q3 2026: 1,749 shares worth $222K. The stake represents 0.09% of the portfolio and ranks #146 among its holdings. This is a return to the name: Kaufman Rossin Wealth previously reported a position in PEP as recently as Q1 2026.

Kaufman Rossin Wealth first reported a position in PEP in Q2 2025 and has held it in 5 quarters since. The position peaked at $506K in Q3 2025. 2,951 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Kaufman Rossin Wealth held 1,749 shares of PepsiCo worth $222K as of Q3 2026.
  • PepsiCo was a new Kaufman Rossin Wealth position in Q3 2026.
  • PepsiCo made up 0.09% of Kaufman Rossin Wealth's portfolio in Q3 2026, its #146 holding.
  • Kaufman Rossin Wealth first reported a position in PepsiCo in Q2 2025 and has held it in 5 quarters since.
  • Kaufman Rossin Wealth's PepsiCo position peaked at $506K in Q3 2025.
  • 2,951 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.