Kiley Juergens Wealth Management’s PepsiCo PEP Stock Holding History

Kiley Juergens 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	$626K	Sell	4,627 -77	-2%	-$11.5K	0.1%	126
2026 Q1	$730K	Buy	+4,704	New	+$733K	0.13%	112
2025 Q1	–	Sell	-10,261	Closed	-$1.56M	–	75
2024 Q4	$1.56M	Buy	+10,261	New	+$1.68M	0.39%	41
2018 Q4	–	Sell	-5,420	Closed	-$605K	–	470
2018 Q3	$605K	Sell	5,420 -160	-3%	-$18.1K	0.45%	47
2018 Q2	$607K	Buy	5,580 +314	+6%	+$32.4K	0.54%	42
2018 Q1	$574K	Sell	5,266 -398	-7%	-$45.3K	0.62%	40
2017 Q4	$679K	Buy	+5,664	New	+$647K	0.61%	35

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

Kiley Juergens Wealth Management's PEP Position: Q2 2026 in Review

Kiley Juergens Wealth Management reduced its PepsiCo (PEP) stake by 1.6% in Q2 2026, selling an estimated $11.5K and leaving 4,627 shares worth $626K. The position accounts for 0.1% of the portfolio, ranked #126.

Kiley Juergens Wealth Management first reported a position in PEP in Q4 2017 and has held it in 7 quarters since. The position peaked at $1.56M in Q4 2024. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Kiley Juergens Wealth Management held 4,627 shares of PepsiCo worth $626K as of Q2 2026.
Kiley Juergens Wealth Management sold 77 PepsiCo shares in Q2 2026, an estimated $11.5K.
PepsiCo made up 0.1% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #126 holding.
Kiley Juergens Wealth Management first reported a position in PepsiCo in Q4 2017 and has held it in 7 quarters since.
Kiley Juergens Wealth Management's PepsiCo position peaked at $1.56M in Q4 2024.
3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.