KFA Private Wealth Group
PEP icon

KFA Private Wealth Group’s PepsiCo PEP Stock Holding History

KFA Private Wealth Group’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
Q3 		$384K Sell
3,030
-14
-0.5% -$1.93K 0.09% 99
2026
Q2 		$412K Buy
3,044
+62
+2% +$9.27K 0.1% 96
2026
Q1 		$463K Buy
2,982
+5
+0.2% +$779 0.11% 88
2025
Q4 		$427K Buy
2,977
+21
+0.7% +$3.09K 0.1% 91
2025
Q3 		$415K Buy
2,956
+1
+0% +$143 0.12% 79
2025
Q2 		$390K Buy
+2,955
New +$398K 0.12% 84

Other funds holding PEP

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

KFA Private Wealth Group's PEP Position: Q3 2026 in Review

KFA Private Wealth Group reduced its PepsiCo (PEP) stake by 0.46% in Q3 2026, selling an estimated $1.93K and leaving 3,030 shares worth $384K. The position accounts for 0.09% of the portfolio, ranked #99.

KFA Private Wealth Group first reported a position in PEP in Q2 2025 and has held it in 6 quarters since. The position peaked at $463K in Q1 2026. 774 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • KFA Private Wealth Group held 3,030 shares of PepsiCo worth $384K as of Q3 2026.
  • KFA Private Wealth Group sold 14 PepsiCo shares in Q3 2026, an estimated $1.93K.
  • PepsiCo made up 0.09% of KFA Private Wealth Group's portfolio in Q3 2026, its #99 holding.
  • KFA Private Wealth Group first reported a position in PepsiCo in Q2 2025 and has held it in 6 quarters since.
  • KFA Private Wealth Group's PepsiCo position peaked at $463K in Q1 2026.
  • 774 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.