Key Client Fiduciary Advisors’s PepsiCo PEP Stock Holding History

Key Client Fiduciary Advisors’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	$255K	Sell	1,886 -42	-2%	-$6.28K	0.07%	188
2026 Q1	$299K	Sell	1,928 -22	-1%	-$3.43K	0.1%	167
2025 Q4	$280K	Sell	1,950 -681	-26%	-$100K	0.1%	165
2025 Q3	$369K	Buy	2,631 +486	+23%	+$69.4K	0.12%	145
2025 Q2	$283K	Buy	2,145 +57	+3%	+$7.68K	0.11%	160
2025 Q1	$313K	Sell	2,088 -60	-3%	-$8.93K	0.14%	145
2024 Q4	$327K	Sell	2,148 -168	-7%	-$27.5K	0.14%	140
2024 Q3	$394K	Buy	2,316 +40	+2%	+$6.87K	0.18%	120
2024 Q2	$375K	Sell	2,276 -375	-14%	-$64.7K	0.19%	117
2024 Q1	$464K	Sell	2,651 -67	-2%	-$11.3K	0.25%	105
2023 Q4	$462K	Sell	2,718 -44	-2%	-$7.3K	0.27%	92
2023 Q3	$468K	Buy	2,762 +4	+0.1%	+$726	0.29%	83
2023 Q2	$511K	Buy	2,758 +27	+1%	+$5.04K	0.3%	77
2023 Q1	$498K	Buy	2,731 +45	+2%	+$7.87K	0.31%	73
2022 Q4	$485K	Buy	2,686 +920	+52%	+$164K	0.33%	71
2022 Q3	$288K	Buy	1,766 +1	+0.1%	+$172	0.26%	82
2022 Q2	$294K	Buy	1,765 +77	+5%	+$13K	0.29%	84
2022 Q1	$283K	Sell	1,688 -39	-2%	-$6.55K	0.22%	102
2021 Q4	$300K	Buy	+1,727	New	+$282K	0.25%	94

Other funds holding PEP

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 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

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

Key Client Fiduciary Advisors's PEP Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its PepsiCo (PEP) stake by 2.2% in Q2 2026, selling an estimated $6.28K and leaving 1,886 shares worth $255K. The position accounts for 0.07% of the portfolio, ranked #188.

Key Client Fiduciary Advisors first reported a position in PEP in Q4 2021 and has held it in 19 quarters since. The position peaked at $511K in Q2 2023. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Key Client Fiduciary Advisors held 1,886 shares of PepsiCo worth $255K as of Q2 2026.
Key Client Fiduciary Advisors sold 42 PepsiCo shares in Q2 2026, an estimated $6.28K.
PepsiCo made up 0.07% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #188 holding.
Key Client Fiduciary Advisors first reported a position in PepsiCo in Q4 2021 and has held it in 19 quarters since.
Key Client Fiduciary Advisors's PepsiCo position peaked at $511K in Q2 2023.
3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.