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Kestra Investment Management’s PepsiCo PEP Stock Holding History

Kestra Investment 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 		$1.03M Buy
+6,645
New +$1.04M 0.02% 206
2025
Q3 		– Sell
-8,233
Closed -$1.14M – 846
2025
Q2 		$1.14M Buy
8,233
+5,517
+203% +$743K 0.02% 258
2025
Q1 		$407K Sell
2,716
-96
-3% -$14.3K 0.01% 293
2024
Q4 		$428K Sell
2,812
-290
-9% -$47.5K 0.02% 255
2024
Q3 		$527K Buy
+3,102
New +$533K 0.02% 206

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

Kestra Investment Management's PEP Position: Q1 2026 in Review

Kestra Investment Management opened a new position in PepsiCo (PEP) in Q1 2026: 6,645 shares worth $1.03M. The stake represents 0.02% of the portfolio and ranks #206 among its holdings. This is a return to the name: Kestra Investment Management previously reported a position in PEP as recently as Q2 2025.

Kestra Investment Management first reported a position in PEP in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.14M in Q2 2025. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Kestra Investment Management held 6,645 shares of PepsiCo worth $1.03M as of Q1 2026.
  • PepsiCo was a new Kestra Investment Management position in Q1 2026.
  • PepsiCo made up 0.02% of Kestra Investment Management's portfolio in Q1 2026, its #206 holding.
  • Kestra Investment Management first reported a position in PepsiCo in Q3 2024 and has held it in 5 quarters since.
  • Kestra Investment Management's PepsiCo position peaked at $1.14M in Q2 2025.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.