KFG
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Kingdom Financial Group’s PepsiCo PEP Stock Holding History

Kingdom Financial 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 		$57.5K Sell
371
-2
-0.5% -$312 0.02% 254
2025
Q4 		$53.6K Buy
+373
New +$54.8K 0.02% 253
2024
Q1 		– Sell
-1,983
Closed -$337K – 85
2023
Q4 		$337K Sell
1,983
-198
-9% -$32.8K 0.29% 55
2023
Q3 		$370K Buy
2,181
+168
+8% +$30.5K 0.35% 44
2023
Q2 		$373K Buy
+2,013
New +$376K 0.37% 43

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

Kingdom Financial Group's PEP Position: Q1 2026 in Review

Kingdom Financial Group reduced its PepsiCo (PEP) stake by 0.54% in Q1 2026, selling an estimated $312 and leaving 371 shares worth $57.5K. The position accounts for 0.02% of the portfolio, ranked #254.

Kingdom Financial Group first reported a position in PEP in Q2 2023 and has held it in 5 quarters since. The position peaked at $373K in Q2 2023. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Kingdom Financial Group held 371 shares of PepsiCo worth $57.5K as of Q1 2026.
  • Kingdom Financial Group sold 2 PepsiCo shares in Q1 2026, an estimated $312.
  • PepsiCo made up 0.02% of Kingdom Financial Group's portfolio in Q1 2026, its #254 holding.
  • Kingdom Financial Group first reported a position in PepsiCo in Q2 2023 and has held it in 5 quarters since.
  • Kingdom Financial Group's PepsiCo position peaked at $373K in Q2 2023.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.