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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
Q2 		$2.12M Buy
15,652
+581
+4% +$86.9K 0.09% 251
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kingswood Wealth Advisors's PEP Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its PepsiCo (PEP) stake by 3.9% in Q2 2026, buying an estimated $86.9K and bringing the position to 15,652 shares worth $2.12M. The position accounts for 0.09% of the portfolio, ranked #251.

Kingswood Wealth Advisors first reported a position in PEP in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.49M in Q3 2024. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Kingswood Wealth Advisors held 15,652 shares of PepsiCo worth $2.12M as of Q2 2026.
  • Kingswood Wealth Advisors bought 581 PepsiCo shares in Q2 2026, an estimated $86.9K.
  • PepsiCo made up 0.09% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #251 holding.
  • Kingswood Wealth Advisors first reported a position in PepsiCo in Q2 2023 and has held it in 13 quarters since.
  • Kingswood Wealth Advisors's PepsiCo position peaked at $3.49M in Q3 2024.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.