KFS
PEP icon

Keynote Financial Services’s PepsiCo PEP Stock Holding History

Keynote Financial Services’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 		$845K Sell
5,441
-7
-0.1% -$1.09K 0.45% 64
2025
Q4 		$782K Sell
5,448
-10
-0.2% -$1.47K 0.44% 73
2025
Q3 		$767K Sell
5,458
-49
-0.9% -$7K 0.46% 63
2025
Q2 		$727K Buy
5,507
+2,457
+81% +$331K 0.49% 62
2025
Q1 		$457K Buy
3,050
+175
+6% +$26K 0.33% 79
2024
Q4 		$437K Sell
2,875
-21
-0.7% -$3.44K 0.34% 80
2024
Q3 		$492K Hold
2,896
– – 0.38% 78
2024
Q2 		$478K Hold
2,896
– – 0.4% 69
2024
Q1 		$507K Buy
+2,896
New +$488K 0.43% 69

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

Keynote Financial Services's PEP Position: Q1 2026 in Review

Keynote Financial Services reduced its PepsiCo (PEP) stake by 0.13% in Q1 2026, selling an estimated $1.09K and leaving 5,441 shares worth $845K. The position accounts for 0.45% of the portfolio, ranked #64.

Keynote Financial Services first reported a position in PEP in Q1 2024 and has held it in 9 quarters since. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Keynote Financial Services held 5,441 shares of PepsiCo worth $845K as of Q1 2026.
  • Keynote Financial Services sold 7 PepsiCo shares in Q1 2026, an estimated $1.09K.
  • PepsiCo made up 0.45% of Keynote Financial Services's portfolio in Q1 2026, its #64 holding.
  • Keynote Financial Services first reported a position in PepsiCo in Q1 2024 and has held it in 9 quarters since.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Keynote Financial Services's 13F filing for Q1 2026, filed 13 May 2026.