Keyes Stange & Wooten Wealth Management’s PepsiCo PEP Stock Holding History

Keyes Stange & Wooten 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	$254K	Sell	1,879 -1	-0.1%	-$150	0.1%	67
2026 Q1	$292K	Buy	1,880 +7	+0.4%	+$1.09K	0.13%	56
2025 Q4	$269K	Hold	1,873	–	–	0.13%	57
2025 Q3	$263K	Hold	1,873	–	–	0.13%	58
2025 Q2	$247K	Hold	1,873	–	–	0.13%	62
2025 Q1	$281K	Hold	1,873	–	–	0.16%	53
2024 Q4	$285K	Sell	1,873 -60	-3%	-$9.83K	0.17%	56
2024 Q3	$329K	Hold	1,933	–	–	0.2%	53
2024 Q2	$319K	Hold	1,933	–	–	0.22%	48
2024 Q1	$338K	Hold	1,933	–	–	0.3%	45
2023 Q4	$328K	Buy	+1,933	New	+$321K	0.35%	42

Other funds holding PEP

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Keyes Stange & Wooten Wealth Management's PEP Position: Q2 2026 in Review

Keyes Stange & Wooten Wealth Management reduced its PepsiCo (PEP) stake by 0.05% in Q2 2026, selling an estimated $150 and leaving 1,879 shares worth $254K. The position accounts for 0.1% of the portfolio, ranked #67.

Keyes Stange & Wooten Wealth Management first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $338K in Q1 2024. 1,662 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Keyes Stange & Wooten Wealth Management held 1,879 shares of PepsiCo worth $254K as of Q2 2026.
Keyes Stange & Wooten Wealth Management sold 1 PepsiCo share in Q2 2026, an estimated $150.
PepsiCo made up 0.1% of Keyes Stange & Wooten Wealth Management's portfolio in Q2 2026, its #67 holding.
Keyes Stange & Wooten Wealth Management first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
Keyes Stange & Wooten Wealth Management's PepsiCo position peaked at $338K in Q1 2024.
1,662 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.