Kuhn & Co Investment Counsel’s PepsiCo PEP Stock Holding History

Kuhn & Co Investment Counsel’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	$1.04M	Buy	6,686 +48	+0.7%	+$7.48K	0.67%	45
2025 Q4	$953K	Buy	6,638 +830	+14%	+$122K	0.63%	45
2025 Q3	$816K	Sell	5,808 -940	-14%	-$134K	0.65%	47
2025 Q2	$891K	Sell	6,748 -23	-0.3%	-$3.1K	0.67%	44
2025 Q1	$1.02M	Buy	6,771 +4	+0.1%	+$595	0.86%	33
2024 Q4	$1.03M	Buy	6,767 +110	+2%	+$18K	0.88%	35
2024 Q3	$1.13M	Sell	6,657 -557	-8%	-$95.7K	0.97%	30
2024 Q2	$1.19M	Sell	7,214 -15	-0.2%	-$2.59K	1.07%	27
2024 Q1	$1.27M	Buy	7,229 +3	+0%	+$505	1.19%	24
2023 Q4	$1.23M	Buy	+7,226	New	+$1.2M	1.26%	22

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

Kuhn & Co Investment Counsel's PEP Position: Q1 2026 in Review

Kuhn & Co Investment Counsel increased its PepsiCo (PEP) stake by 0.72% in Q1 2026, buying an estimated $7.48K and bringing the position to 6,686 shares worth $1.04M. The position accounts for 0.67% of the portfolio, ranked #45.

Kuhn & Co Investment Counsel first reported a position in PEP in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.27M in Q1 2024. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Kuhn & Co Investment Counsel held 6,686 shares of PepsiCo worth $1.04M as of Q1 2026.
Kuhn & Co Investment Counsel bought 48 PepsiCo shares in Q1 2026, an estimated $7.48K.
PepsiCo made up 0.67% of Kuhn & Co Investment Counsel's portfolio in Q1 2026, its #45 holding.
Kuhn & Co Investment Counsel first reported a position in PepsiCo in Q4 2023 and has held it in 10 quarters since.
Kuhn & Co Investment Counsel's PepsiCo position peaked at $1.27M in Q1 2024.
3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.