Kingsview Wealth Management’s PepsiCo PEP Stock Holding History

Kingsview 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	$8.95M	Buy	57,607 +2,834	+5%	+$442K	0.12%	147
2025 Q4	$7.86M	Buy	54,773 +5,811	+12%	+$854K	0.11%	172
2025 Q3	$6.88M	Sell	48,962 -4,939	-9%	-$705K	0.11%	205
2025 Q2	$7.12M	Sell	53,901 -28,284	-34%	-$3.81M	0.12%	183
2025 Q1	$12.3M	Sell	82,185 -2,422	-3%	-$360K	0.23%	79
2024 Q4	$12.9M	Sell	84,607 -381	-0.4%	-$62.4K	0.25%	72
2024 Q3	$14.5M	Buy	84,988 +2,397	+3%	+$412K	0.3%	59
2024 Q2	$13.6M	Sell	82,591 -23,680	-22%	-$4.09M	0.32%	62
2024 Q1	$18.6M	Buy	106,271 +10,201	+11%	+$1.72M	0.47%	41
2023 Q4	$16.3M	Buy	96,070 +6,598	+7%	+$1.09M	0.49%	43
2023 Q3	$15.2M	Buy	89,472 +18,687	+26%	+$3.39M	0.54%	36
2023 Q2	$13.1M	Sell	70,785 -55,413	-44%	-$10.3M	0.51%	40
2023 Q1	$23M	Buy	126,198 +4,653	+4%	+$813K	0.97%	15
2022 Q4	$22M	Buy	121,545 +34,710	+40%	+$6.19M	0.95%	16
2022 Q3	$14.2M	Buy	86,835 +4,303	+5%	+$742K	0.67%	25
2022 Q2	$13.8M	Buy	82,532 +4,403	+6%	+$741K	0.66%	24
2022 Q1	$13.1M	Buy	78,129 +14,072	+22%	+$2.36M	0.58%	32
2021 Q4	$11.1M	Buy	64,057 +270	+0.4%	+$44.1K	0.46%	41
2021 Q3	$9.59M	Buy	63,787 +6,015	+10%	+$931K	0.45%	38
2021 Q2	$8.56M	Buy	57,772 +3,297	+6%	+$480K	0.42%	43
2021 Q1	$7.7M	Buy	54,475 +138	+0.3%	+$18.9K	0.44%	46
2020 Q4	$8.06M	Buy	54,337 +3,355	+7%	+$477K	0.58%	33
2020 Q3	$7.07M	Buy	50,982 +1,542	+3%	+$210K	0.63%	29
2020 Q2	$6.54M	Buy	49,440 +3,059	+7%	+$403K	0.65%	27
2020 Q1	$5.57M	Buy	46,381 +5,355	+13%	+$724K	0.75%	27
2019 Q4	$5.61M	Buy	41,026 +2,847	+7%	+$387K	0.7%	29
2019 Q3	$5.23M	Buy	38,179 +1,645	+5%	+$219K	0.82%	23
2019 Q2	$4.79M	Buy	36,534 +1,455	+4%	+$187K	0.8%	24
2019 Q1	$4.3M	Buy	35,079 +4,160	+13%	+$474K	0.65%	32
2018 Q4	$3.42M	Sell	30,919 -11	-0%	-$1.24K	0.75%	31
2018 Q3	$3.46M	Buy	30,930 +999	+3%	+$113K	0.7%	33
2018 Q2	$3.26M	Sell	29,931 -87	-0.3%	-$8.99K	0.78%	33
2018 Q1	$3.28M	Buy	30,018 +21,393	+248%	+$2.43M	0.81%	31
2017 Q4	$1.03M	Buy	8,625 +2,335	+37%	+$267K	0.37%	79
2017 Q3	$701K	Buy	6,290 +252	+4%	+$29.1K	0.31%	98
2017 Q2	$697K	Sell	6,038 -458	-7%	-$52.5K	0.36%	90
2017 Q1	$727K	Buy	+6,496	New	+$697K	0.43%	77

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

Kingsview Wealth Management's PEP Position: Q1 2026 in Review

Kingsview Wealth Management increased its PepsiCo (PEP) stake by 5.2% in Q1 2026, buying an estimated $442K and bringing the position to 57,607 shares worth $8.95M. The position accounts for 0.12% of the portfolio, ranked #147.

Kingsview Wealth Management first reported a position in PEP in Q1 2017 and has held it in 37 quarters since. The position peaked at $23M in Q1 2023. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Kingsview Wealth Management held 57,607 shares of PepsiCo worth $8.95M as of Q1 2026.
Kingsview Wealth Management bought 2,834 PepsiCo shares in Q1 2026, an estimated $442K.
PepsiCo made up 0.12% of Kingsview Wealth Management's portfolio in Q1 2026, its #147 holding.
Kingsview Wealth Management first reported a position in PepsiCo in Q1 2017 and has held it in 37 quarters since.
Kingsview Wealth Management's PepsiCo position peaked at $23M in Q1 2023.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.