Keystone Financial Services (Colorado)’s PepsiCo PEP Stock Holding History

Keystone Financial Services (Colorado)’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	$378K	Buy	2,431 +201	+9%	+$31.3K	0.11%	77
2025 Q4	$320K	Buy	2,230 +132	+6%	+$19.4K	0.1%	85
2025 Q3	$295K	Buy	2,098 +25	+1%	+$3.57K	0.09%	87
2025 Q2	$274K	Buy	+2,073	New	+$279K	0.09%	86
2022 Q3	–	Sell	-1,756	Closed	-$307K	–	84
2022 Q2	$307K	Buy	1,756 +84	+5%	+$14.1K	0.17%	63
2022 Q1	$287K	Buy	1,672 +2	+0.1%	+$336	0.17%	61
2021 Q4	$290K	Buy	+1,670	New	+$273K	0.15%	70

Other funds holding PEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Keystone Financial Services (Colorado)'s PEP Position: Q1 2026 in Review

Keystone Financial Services (Colorado) increased its PepsiCo (PEP) stake by 9% in Q1 2026, buying an estimated $31.3K and bringing the position to 2,431 shares worth $378K. The position accounts for 0.11% of the portfolio, ranked #77.

Keystone Financial Services (Colorado) first reported a position in PEP in Q4 2021 and has held it in 7 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Keystone Financial Services (Colorado) held 2,431 shares of PepsiCo worth $378K as of Q1 2026.
Keystone Financial Services (Colorado) bought 201 PepsiCo shares in Q1 2026, an estimated $31.3K.
PepsiCo made up 0.11% of Keystone Financial Services (Colorado)'s portfolio in Q1 2026, its #77 holding.
Keystone Financial Services (Colorado) first reported a position in PepsiCo in Q4 2021 and has held it in 7 quarters since.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.