KWMG
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King Wealth Management Group’s PepsiCo PEP Stock Holding History

King Wealth Management 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
Q1 		$4.12M Buy
26,504
+767
+3% +$120K 0.51% 36
2025
Q4 		$3.69M Sell
25,737
-1,283
-5% -$189K 0.45% 40
2025
Q3 		$3.79M Sell
27,020
-1,268
-4% -$181K 0.48% 37
2025
Q2 		$3.73M Sell
28,288
-1,010
-3% -$136K 0.51% 36
2025
Q1 		$4.39M Sell
29,298
-813
-3% -$121K 0.67% 31
2024
Q4 		$4.58M Buy
30,111
+22
+0.1% +$3.6K 0.67% 30
2024
Q3 		$5.12M Sell
30,089
-2,127
-7% -$365K 0.8% 29
2024
Q2 		$5.31M Sell
32,216
-827
-3% -$143K 0.89% 28
2024
Q1 		$5.78M Sell
33,043
-540
-2% -$90.9K 1.01% 27
2023
Q4 		$5.7M Buy
33,583
+152
+0.5% +$25.2K 1.1% 24
2023
Q3 		$5.67M Buy
33,431
+1,598
+5% +$290K 1.19% 26
2023
Q2 		$5.9M Buy
31,833
+1,424
+5% +$266K 1.19% 24
2023
Q1 		$5.54M Buy
30,409
+481
+2% +$84.1K 1.22% 24
2022
Q4 		$5.41M Buy
29,928
+482
+2% +$86K 1.29% 21
2022
Q3 		$4.81M Buy
29,446
+1,346
+5% +$232K 1.22% 23
2022
Q2 		$4.68M Buy
28,100
+8,002
+40% +$1.35M 1.12% 24
2022
Q1 		$3.36M Sell
20,098
-39
-0.2% -$6.55K 0.66% 31
2021
Q4 		$3.5M Sell
20,137
-627
-3% -$102K 0.65% 32
2021
Q3 		$3.12M Sell
20,764
-308
-1% -$47.7K 0.64% 32
2021
Q2 		$3.12M Buy
21,072
+103
+0.5% +$15K 0.64% 32
2021
Q1 		$2.97M Sell
20,969
-325
-2% -$44.6K 0.67% 31
2020
Q4 		$3.16M Sell
21,294
-145
-0.7% -$20.6K 0.74% 28
2020
Q3 		$2.97M Buy
21,439
+228
+1% +$31K 0.77% 27
2020
Q2 		$2.81M Sell
21,211
-49
-0.2% -$6.46K 0.82% 26
2020
Q1 		$2.55M Sell
21,260
-859
-4% -$116K 1.1% 22
2019
Q4 		$3.02M Sell
22,119
-269
-1% -$36.6K 0.8% 27
2019
Q3 		$3.07M Buy
22,388
+426
+2% +$56.6K 0.88% 25
2019
Q2 		$2.88M Sell
21,962
-7
-0% -$897 0.86% 26
2019
Q1 		$2.69M Sell
21,969
-146
-0.7% -$16.6K 0.84% 27
2018
Q4 		$2.44M Sell
22,115
-207
-0.9% -$23.3K 0.88% 27
2018
Q3 		$2.5M Sell
22,322
-277
-1% -$31.4K 0.78% 29
2018
Q2 		$2.46M Sell
22,599
-22,382
-50% -$2.31M 0.84% 28
2018
Q1 		$4.91M Buy
44,981
+955
+2% +$109K 1.74% 15
2017
Q4 		$5.28M Sell
44,026
-570
-1% -$65.1K 1.87% 16
2017
Q3 		$4.97M Buy
44,596
+436
+1% +$50.4K 1.85% 15
2017
Q2 		$5.1M Buy
44,160
+193
+0.4% +$22.1K 2.03% 13
2017
Q1 		$4.92M Buy
43,967
+210
+0.5% +$22.5K 2.06% 13
2016
Q4 		$4.58M Buy
43,757
+2,877
+7% +$301K 2.06% 14
2016
Q3 		$4.45M Buy
40,880
+1,402
+4% +$151K 2.21% 14
2016
Q2 		$4.18M Buy
39,478
+743
+2% +$76.7K 2.23% 14
2016
Q1 		$3.97M Buy
38,735
+947
+3% +$93.6K 2.14% 14
2015
Q4 		$3.78M Buy
37,788
+1,067
+3% +$106K 2.08% 12
2015
Q3 		$3.46M Buy
36,721
+208
+0.6% +$19.8K 2.13% 12
2015
Q2 		$3.41M Sell
36,513
-115
-0.3% -$11K 1.86% 15
2015
Q1 		$3.5M Sell
36,628
-1,019
-3% -$98.6K 2.02% 14
2014
Q4 		$3.56M Buy
37,647
+3,677
+11% +$353K 1.89% 13
2014
Q3 		$3.16M Buy
33,970
+259
+0.8% +$23.6K 1.98% 14
2014
Q2 		$2.99M Buy
33,711
+619
+2% +$53.5K 1.84% 16
2014
Q1 		$2.76M Sell
33,092
-11,559
-26% -$938K 1.9% 15
2013
Q4 		$3.7M Buy
44,651
+712
+2% +$59.1K 2.11% 13
2013
Q3 		$3.49M Buy
43,939
+268
+0.6% +$22K 2.27% 14
2013
Q2 		$3.57M Buy
+43,671
New +$3.57M 2.47% 10

Other funds holding PEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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

King Wealth Management Group's PEP Position: Q1 2026 in Review

King Wealth Management Group increased its PepsiCo (PEP) stake by 3% in Q1 2026, buying an estimated $120K and bringing the position to 26,504 shares worth $4.12M. The position accounts for 0.51% of the portfolio, ranked #36.

King Wealth Management Group first reported a position in PEP in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.9M in Q2 2023. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • King Wealth Management Group held 26,504 shares of PepsiCo worth $4.12M as of Q1 2026.
  • King Wealth Management Group bought 767 PepsiCo shares in Q1 2026, an estimated $120K.
  • PepsiCo made up 0.51% of King Wealth Management Group's portfolio in Q1 2026, its #36 holding.
  • King Wealth Management Group first reported a position in PepsiCo in Q2 2013 and has held it in 52 quarters since.
  • King Wealth Management Group's PepsiCo position peaked at $5.9M in Q2 2023.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on King Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.