KMWM
PEP icon

Keudell/Morrison Wealth Management’s PepsiCo PEP Stock Holding History

Keudell/Morrison 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
Q2 		$606K Sell
4,479
-121
-3% -$18.1K 0.11% 119
2026
Q1 		$714K Sell
4,600
-94
-2% -$14.6K 0.15% 101
2025
Q4 		$674K Buy
+4,694
New +$690K 0.14% 101
2025
Q2 		$682K Buy
5,163
+610
+13% +$82.2K 0.15% 92
2025
Q1 		$683K Sell
4,553
-43
-0.9% -$6.4K 0.16% 87
2024
Q4 		$699K Buy
4,596
+712
+18% +$117K 0.18% 86
2024
Q3 		$660K Buy
3,884
+913
+31% +$157K 0.18% 94
2024
Q2 		$490K Sell
2,971
-41
-1% -$7.08K 0.14% 115
2024
Q1 		$527K Sell
3,012
-121
-4% -$20.4K 0.16% 109
2023
Q4 		$532K Buy
3,133
+9
+0.3% +$1.49K 0.18% 103
2023
Q3 		$529K Sell
3,124
-74
-2% -$13.4K 0.16% 94
2023
Q2 		$592K Sell
3,198
-105
-3% -$19.6K 0.17% 92
2023
Q1 		$602K Sell
3,303
-47
-1% -$8.22K 0.18% 88
2022
Q4 		$605K Buy
3,350
+6
+0.2% +$1.07K 0.19% 88
2022
Q3 		$546K Sell
3,344
-3
-0.1% -$517 0.2% 88
2022
Q2 		$558K Buy
3,347
+5
+0.1% +$842 0.2% 89
2022
Q1 		$559K Sell
3,342
-1,291
-28% -$217K 0.23% 90
2021
Q4 		$805K Sell
4,633
-691
-13% -$113K 0.32% 70
2021
Q3 		$801K Buy
5,324
+289
+6% +$44.7K 0.34% 66
2021
Q2 		$746K Buy
5,035
+191
+4% +$27.8K 0.41% 75
2021
Q1 		$685K Buy
4,844
+167
+4% +$22.9K 0.4% 78
2020
Q4 		$694K Buy
4,677
+98
+2% +$13.9K 0.44% 72
2020
Q3 		$635K Sell
4,579
-129
-3% -$17.5K 0.41% 66
2020
Q2 		$623K Buy
4,708
+483
+11% +$63.7K 0.52% 67
2020
Q1 		$507K Buy
4,225
+10
+0.2% +$1.35K 0.5% 70
2019
Q4 		$576K Sell
4,215
-963
-19% -$131K 0.4% 72
2019
Q3 		$710K Buy
5,178
+75
+1% +$9.96K 0.59% 61
2019
Q2 		$652K Sell
5,103
-180
-3% -$23.1K 0.57% 61
2019
Q1 		$647K Buy
+5,283
New +$602K 0.57% 59

Other funds holding PEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Keudell/Morrison Wealth Management's PEP Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its PepsiCo (PEP) stake by 2.6% in Q2 2026, selling an estimated $18.1K and leaving 4,479 shares worth $606K. The position accounts for 0.11% of the portfolio, ranked #119.

Keudell/Morrison Wealth Management first reported a position in PEP in Q1 2019 and has held it in 29 quarters since. The position peaked at $805K in Q4 2021. 639 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Keudell/Morrison Wealth Management held 4,479 shares of PepsiCo worth $606K as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 121 PepsiCo shares in Q2 2026, an estimated $18.1K.
  • PepsiCo made up 0.11% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #119 holding.
  • Keudell/Morrison Wealth Management first reported a position in PepsiCo in Q1 2019 and has held it in 29 quarters since.
  • Keudell/Morrison Wealth Management's PepsiCo position peaked at $805K in Q4 2021.
  • 639 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.