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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Kiley Juergens Wealth Management's PEP Position: Q1 2026 in Review

Kiley Juergens Wealth Management opened a new position in PepsiCo (PEP) in Q1 2026: 4,704 shares worth $730K. The stake represents 0.13% of the portfolio and ranks #112 among its holdings. This is a return to the name: Kiley Juergens Wealth Management previously reported a position in PEP as recently as Q4 2024.

Kiley Juergens Wealth Management first reported a position in PEP in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.56M in Q4 2024. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Kiley Juergens Wealth Management held 4,704 shares of PepsiCo worth $730K as of Q1 2026.
PepsiCo was a new Kiley Juergens Wealth Management position in Q1 2026.
PepsiCo made up 0.13% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #112 holding.
Kiley Juergens Wealth Management first reported a position in PepsiCo in Q4 2017 and has held it in 6 quarters since.
Kiley Juergens Wealth Management's PepsiCo position peaked at $1.56M in Q4 2024.
3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.