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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KFA Private Wealth Group's PEP Position: Q2 2026 in Review

KFA Private Wealth Group increased its PepsiCo (PEP) stake by 2.1% in Q2 2026, buying an estimated $9.27K and bringing the position to 3,044 shares worth $412K. The position accounts for 0.1% of the portfolio, ranked #96.

KFA Private Wealth Group first reported a position in PEP in Q2 2025 and has held it in 5 quarters since. The position peaked at $463K in Q1 2026. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • KFA Private Wealth Group held 3,044 shares of PepsiCo worth $412K as of Q2 2026.
  • KFA Private Wealth Group bought 62 PepsiCo shares in Q2 2026, an estimated $9.27K.
  • PepsiCo made up 0.1% of KFA Private Wealth Group's portfolio in Q2 2026, its #96 holding.
  • KFA Private Wealth Group first reported a position in PepsiCo in Q2 2025 and has held it in 5 quarters since.
  • KFA Private Wealth Group's PepsiCo position peaked at $463K in Q1 2026.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.