Kingswood Wealth Advisors’s PepsiCo PEP Stock Holding History

Kingswood Wealth Advisors’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	$2.34M	Sell	15,071 -1,713	-10%	-$267K	0.11%	208
2025 Q4	$2.41M	Buy	16,784 +3,862	+30%	+$567K	0.12%	175
2025 Q3	$1.81M	Buy	12,922 +1,767	+16%	+$252K	0.11%	192
2025 Q2	$1.47M	Sell	11,155 -1,483	-12%	-$200K	0.12%	189
2025 Q1	$1.89M	Sell	12,638 -772	-6%	-$115K	0.17%	145
2024 Q4	$2.04M	Sell	13,410 -7,106	-35%	-$1.16M	0.15%	149
2024 Q3	$3.49M	Buy	20,516 +6,031	+42%	+$1.04M	0.25%	95
2024 Q2	$2.39M	Buy	14,485 +3,512	+32%	+$606K	0.22%	100
2024 Q1	$1.92M	Buy	10,973 +4,992	+83%	+$840K	0.22%	105
2023 Q4	$1.02M	Buy	5,981 +3,880	+185%	+$643K	0.12%	193
2023 Q3	$2.5M	Sell	2,101 -517	-20%	-$93.9K	0.43%	60
2023 Q2	$485K	Buy	+2,618	New	+$489K	0.15%	141

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

Kingswood Wealth Advisors's PEP Position: Q1 2026 in Review

Kingswood Wealth Advisors reduced its PepsiCo (PEP) stake by 10% in Q1 2026, selling an estimated $267K and leaving 15,071 shares worth $2.34M. The position accounts for 0.11% of the portfolio, ranked #208.

Kingswood Wealth Advisors first reported a position in PEP in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.49M in Q3 2024. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Kingswood Wealth Advisors held 15,071 shares of PepsiCo worth $2.34M as of Q1 2026.
Kingswood Wealth Advisors sold 1,713 PepsiCo shares in Q1 2026, an estimated $267K.
PepsiCo made up 0.11% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #208 holding.
Kingswood Wealth Advisors first reported a position in PepsiCo in Q2 2023 and has held it in 12 quarters since.
Kingswood Wealth Advisors's PepsiCo position peaked at $3.49M in Q3 2024.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.