Keener Financial Planning’s PepsiCo PEP Stock Holding History

Keener Financial Planning’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
2025 Q4	–	Sell	-492	Closed	-$69K	–	155
2025 Q3	$69K	Hold	492	–	–	0.03%	89
2025 Q2	$64K	Hold	492	–	–	0.03%	91
2025 Q1	$73K	Hold	492	–	–	0.05%	70
2024 Q4	$74K	Hold	492	–	–	0.04%	76
2024 Q3	$83K	Hold	492	–	–	0.05%	66
2024 Q2	$81K	Sell	492 -32	-6%	-$5.52K	0.05%	72
2024 Q1	$92K	Buy	524 +74	+16%	+$12.5K	0.06%	66
2023 Q4	$76K	Buy	+450	New	+$74.6K	0.06%	77

Other funds holding PEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Keener Financial Planning's PEP Position: Q4 2025 in Review

Keener Financial Planning sold out of PepsiCo (PEP) in Q4 2025, closing a stake of 492 shares — an estimated $69K sold.

Keener Financial Planning first reported a position in PEP in Q4 2023 and held it in 8 quarters. The position peaked at $92K in Q1 2024. 3,508 funds tracked by Wall St. Rank hold PEP as of Q4 2025.

Keener Financial Planning reported no remaining PepsiCo position as of Q4 2025 after selling out during the quarter.
Keener Financial Planning sold 492 PepsiCo shares in Q4 2025, an estimated $69K.
Keener Financial Planning first reported a position in PepsiCo in Q4 2023 and held it in 8 quarters.
Keener Financial Planning's PepsiCo position peaked at $92K in Q1 2024.
3,508 funds tracked by Wall St. Rank held PepsiCo as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.