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Keystone Wealth Services’s PepsiCo PEP Stock Holding History

Keystone Wealth 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 		– Sell
-2,262
Closed -$325K – 315
2025
Q4 		$325K Buy
2,262
+13
+0.6% +$1.91K 0.07% 197
2025
Q3 		$316K Buy
2,249
+332
+17% +$47.4K 0.07% 241
2025
Q2 		$253K Buy
1,917
+15
+0.8% +$2.02K 0.06% 244
2025
Q1 		$285K Sell
1,902
-97
-5% -$14.4K 0.08% 214
2024
Q4 		$304K Sell
1,999
-154
-7% -$25.2K 0.08% 206
2024
Q3 		$366K Sell
2,153
-90
-4% -$15.5K 0.1% 177
2024
Q2 		$370K Buy
2,243
+46
+2% +$7.94K 0.12% 156
2024
Q1 		$384K Sell
2,197
-68
-3% -$11.4K 0.13% 150
2023
Q4 		$385K Sell
2,265
-152
-6% -$25.2K 0.13% 144
2023
Q3 		$409K Sell
2,417
-80
-3% -$14.5K 0.16% 133
2023
Q2 		$463K Buy
2,497
+160
+7% +$29.9K 0.17% 124
2023
Q1 		$426K Sell
2,337
-17
-0.7% -$2.97K 0.17% 123
2022
Q4 		$425K Buy
2,354
+114
+5% +$20.3K 0.19% 116
2022
Q3 		$366K Buy
2,240
+4
+0.2% +$689 0.17% 105
2022
Q2 		$373K Buy
2,236
+2
+0.1% +$337 0.17% 106
2022
Q1 		$374K Buy
2,234
+4
+0.2% +$672 0.15% 112
2021
Q4 		$387K Buy
+2,230
New +$364K 0.16% 111

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

Keystone Wealth Services's PEP Position: Q1 2026 in Review

Keystone Wealth Services sold out of PepsiCo (PEP) in Q1 2026, closing a stake of 2,262 shares — an estimated $325K sold.

Keystone Wealth Services first reported a position in PEP in Q4 2021 and held it in 17 quarters. The position peaked at $463K in Q2 2023. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Keystone Wealth Services reported no remaining PepsiCo position as of Q1 2026 after selling out during the quarter.
  • Keystone Wealth Services sold 2,262 PepsiCo shares in Q1 2026, an estimated $325K.
  • Keystone Wealth Services first reported a position in PepsiCo in Q4 2021 and held it in 17 quarters.
  • Keystone Wealth Services's PepsiCo position peaked at $463K in Q2 2023.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.