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Keating Financial Advisory Services’s PepsiCo PEP Stock Holding History

Keating Financial Advisory Services’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
Q1 		$401K Sell
2,585
-130
-5% -$20.3K 0.06% 210
2025
Q4 		$390K Buy
+2,715
New +$399K 0.05% 255

Other funds holding PEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Keating Financial Advisory Services's PEP Position: Q1 2026 in Review

Keating Financial Advisory Services reduced its PepsiCo (PEP) stake by 4.8% in Q1 2026, selling an estimated $20.3K and leaving 2,585 shares worth $401K. The position accounts for 0.06% of the portfolio, ranked #210.

Keating Financial Advisory Services first reported a position in PEP in Q4 2025 and has held it in 2 quarters since. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Keating Financial Advisory Services held 2,585 shares of PepsiCo worth $401K as of Q1 2026.
  • Keating Financial Advisory Services sold 130 PepsiCo shares in Q1 2026, an estimated $20.3K.
  • PepsiCo made up 0.06% of Keating Financial Advisory Services's portfolio in Q1 2026, its #210 holding.
  • Keating Financial Advisory Services first reported a position in PepsiCo in Q4 2025 and has held it in 2 quarters since.
  • 3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.