KCFA
PEP icon

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

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
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return