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 Q2	$336K	Buy	2,481 +50	+2%	+$7.48K	0.09%	93
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Keystone Financial Services (Colorado)'s PEP Position: Q2 2026 in Review

Keystone Financial Services (Colorado) increased its PepsiCo (PEP) stake by 2.1% in Q2 2026, buying an estimated $7.48K and bringing the position to 2,481 shares worth $336K. The position accounts for 0.09% of the portfolio, ranked #93.

Keystone Financial Services (Colorado) first reported a position in PEP in Q4 2021 and has held it in 8 quarters since. The position peaked at $378K in Q1 2026. 3,413 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Keystone Financial Services (Colorado) held 2,481 shares of PepsiCo worth $336K as of Q2 2026.
Keystone Financial Services (Colorado) bought 50 PepsiCo shares in Q2 2026, an estimated $7.48K.
PepsiCo made up 0.09% of Keystone Financial Services (Colorado)'s portfolio in Q2 2026, its #93 holding.
Keystone Financial Services (Colorado) first reported a position in PepsiCo in Q4 2021 and has held it in 8 quarters since.
Keystone Financial Services (Colorado)'s PepsiCo position peaked at $378K in Q1 2026.
3,413 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.