KWM
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Keebeck Wealth Management’s PepsiCo PEP Stock Holding History

Keebeck 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
Q1 		$2.56M Buy
16,469
+14,444
+713% +$2.25M 0.29% 93
2025
Q4 		$293K Buy
2,025
+530
+35% +$77.9K 0.03% 295
2025
Q3 		$210K Buy
+1,495
New +$213K 0.02% 345
2025
Q2 		– Sell
-1,574
Closed -$236K – 344
2025
Q1 		$236K Buy
+1,574
New +$234K 0.03% 247
2024
Q3 		– Sell
-1,284
Closed -$212K – 271
2024
Q2 		$212K Buy
1,284
+9
+0.7% +$1.55K 0.03% 246
2024
Q1 		$225K Hold
1,275
– – 0.03% 258
2023
Q4 		$218K Buy
+1,275
New +$211K 0.04% 252
2023
Q3 		– Sell
-1,427
Closed -$264K – 269
2023
Q2 		$264K Buy
1,427
+43
+3% +$8.02K 0.04% 235
2023
Q1 		$252K Buy
1,384
+47
+4% +$8.22K 0.04% 224
2022
Q4 		$243K Sell
1,337
-23
-2% -$4.1K 0.04% 215
2022
Q3 		$222K Hold
1,360
– – 0.04% 211
2022
Q2 		$227K Hold
1,360
– – 0.04% 213
2022
Q1 		$228K Hold
1,360
– – 0.04% 222
2021
Q4 		$238K Sell
1,360
-662
-33% -$108K 0.04% 202
2021
Q3 		$304K Sell
2,022
-459
-19% -$71K 0.06% 176
2021
Q2 		$368K Buy
2,481
+97
+4% +$14.1K 0.05% 191
2021
Q1 		$337K Buy
2,384
+18
+0.8% +$2.47K 0.05% 188
2020
Q4 		$353K Buy
2,366
+829
+54% +$118K 0.06% 166
2020
Q3 		$213K Buy
1,537
+540
+54% +$73.5K 0.04% 177
2020
Q2 		$131K Buy
+997
New +$131K 0.04% 173
2020
Q1 		– Sell
-997
Closed -$137K – 279
2019
Q4 		$137K Buy
+997
New +$136K 0.04% 165

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

Keebeck Wealth Management's PEP Position: Q1 2026 in Review

Keebeck Wealth Management increased its PepsiCo (PEP) stake by 713% in Q1 2026, buying an estimated $2.25M and bringing the position to 16,469 shares worth $2.56M. The position accounts for 0.29% of the portfolio, ranked #93.

Keebeck Wealth Management first reported a position in PEP in Q4 2019 and has held it in 21 quarters since. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Keebeck Wealth Management held 16,469 shares of PepsiCo worth $2.56M as of Q1 2026.
  • Keebeck Wealth Management bought 14,444 PepsiCo shares in Q1 2026, an estimated $2.25M.
  • PepsiCo made up 0.29% of Keebeck Wealth Management's portfolio in Q1 2026, its #93 holding.
  • Keebeck Wealth Management first reported a position in PepsiCo in Q4 2019 and has held it in 21 quarters since.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.