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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
2017
Q4 		– Sell
-600
Closed -$1K – 426
2017
Q3 		$1K Buy
+600
New +$69.3K ﹤0.01% 351

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

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.