KFI
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Key Financial Inc’s PepsiCo PEP Stock Holding History

Key Financial Inc’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 		$1.54M Buy
9,925
+293
+3% +$45.7K 0.27% 67
2025
Q4 		$1.38M Buy
9,632
+18
+0.2% +$2.65K 0.25% 79
2025
Q3 		$1.38M Sell
9,614
-43
-0.4% -$6.14K 0.25% 78
2025
Q2 		$1.28M Hold
9,657
– – 0.26% 74
2025
Q1 		$1.45M Buy
9,657
+95
+1% +$14.1K 0.32% 60
2024
Q4 		$1.45M Sell
9,562
-29
-0.3% -$4.75K 0.33% 59
2024
Q3 		$1.63M Buy
9,591
+8
+0.1% +$1.37K 0.36% 56
2024
Q2 		$1.58M Hold
9,583
– – 0.38% 51
2024
Q1 		$1.68M Sell
9,583
-58
-0.6% -$9.76K 0.43% 48
2023
Q4 		$1.64M Hold
9,641
– – 0.45% 51
2023
Q3 		$1.63M Hold
9,641
– – 0.55% 38
2023
Q2 		$1.79M Sell
9,641
-87
-0.9% -$16.2K 0.59% 33
2023
Q1 		$1.77M Hold
9,728
– – 0.65% 30
2022
Q4 		$1.59M Hold
9,728
– – 0.75% 29
2022
Q3 		$1.59M Buy
9,728
+4,478
+85% +$772K 0.75% 29
2022
Q2 		$889K Buy
5,250
+47
+0.9% +$7.91K 0.48% 38
2022
Q1 		$871K Buy
5,203
+208
+4% +$34.9K 0.43% 40
2021
Q4 		$868K Buy
4,995
+29
+0.6% +$4.74K 0.43% 43
2021
Q3 		$747K Sell
4,966
-61
-1% -$9.44K 0.42% 44
2021
Q2 		$789K Sell
5,027
-33
-0.7% -$4.81K 0.44% 42
2021
Q1 		$716K Sell
5,060
-364
-7% -$49.9K 0.47% 41
2020
Q4 		$804K Buy
5,424
+46
+0.9% +$6.54K 0.6% 31
2020
Q3 		$745K Hold
5,378
– – 0.76% 31
2020
Q2 		$705K Buy
5,378
+38
+0.7% +$5.01K 0.81% 30
2020
Q1 		$670K Hold
5,340
– – 0.69% 24
2019
Q4 		$730K Buy
+5,340
New +$727K 0.68% 35

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

Key Financial Inc's PEP Position: Q1 2026 in Review

Key Financial Inc increased its PepsiCo (PEP) stake by 3% in Q1 2026, buying an estimated $45.7K and bringing the position to 9,925 shares worth $1.54M. The position accounts for 0.27% of the portfolio, ranked #67.

Key Financial Inc first reported a position in PEP in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.79M in Q2 2023. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Key Financial Inc held 9,925 shares of PepsiCo worth $1.54M as of Q1 2026.
  • Key Financial Inc bought 293 PepsiCo shares in Q1 2026, an estimated $45.7K.
  • PepsiCo made up 0.27% of Key Financial Inc's portfolio in Q1 2026, its #67 holding.
  • Key Financial Inc first reported a position in PepsiCo in Q4 2019 and has held it in 26 quarters since.
  • Key Financial Inc's PepsiCo position peaked at $1.79M in Q2 2023.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.