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KFG Wealth Management’s PepsiCo PEP Stock Holding History

KFG Wealth Management’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 		– Sell
-4,999
Closed -$776K – 239
2026
Q1 		$776K Buy
4,999
+435
+10% +$67.8K 0.1% 93
2025
Q4 		$655K Sell
4,564
-1,239
-21% -$182K 0.09% 102
2025
Q3 		$815K Sell
5,803
-169
-3% -$24.1K 0.12% 86
2025
Q2 		$789K Buy
5,972
+386
+7% +$52K 0.13% 90
2025
Q1 		$838K Buy
5,586
+730
+15% +$109K 0.15% 76
2024
Q4 		$738K Buy
4,856
+194
+4% +$31.8K 0.14% 85
2024
Q3 		$793K Sell
4,662
-109
-2% -$18.7K 0.17% 78
2024
Q2 		$787K Buy
4,771
+226
+5% +$39K 0.31% 59
2024
Q1 		$795K Buy
4,545
+594
+15% +$100K 0.33% 59
2023
Q4 		$671K Sell
3,951
-24
-0.6% -$3.98K 0.31% 54
2023
Q3 		$673K Buy
3,975
+410
+12% +$74.5K 0.37% 50
2023
Q2 		$660K Buy
3,565
+1,564
+78% +$292K 0.39% 45
2023
Q1 		$369K Buy
+2,001
New +$350K 0.26% 51

Other funds holding PEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

KFG Wealth Management's PEP Position: Q2 2026 in Review

KFG Wealth Management sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 4,999 shares — an estimated $776K sold.

KFG Wealth Management first reported a position in PEP in Q1 2023 and held it in 13 quarters. The position peaked at $838K in Q1 2025. 1,141 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • KFG Wealth Management reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
  • KFG Wealth Management sold 4,999 PepsiCo shares in Q2 2026, an estimated $776K.
  • KFG Wealth Management first reported a position in PepsiCo in Q1 2023 and held it in 13 quarters.
  • KFG Wealth Management's PepsiCo position peaked at $838K in Q1 2025.
  • 1,141 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.