KWB Wealth
PEP icon

KWB Wealth’s PepsiCo PEP Stock Holding History

KWB Wealth’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
Q3 		$260K Buy
2,050
+21
+1% +$2.89K 0.02% 160
2026
Q2 		$275K Sell
2,029
-606
-23% -$90.6K 0.02% 153
2026
Q1 		$378K Sell
2,635
-1,984
-43% -$309K 0.04% 113
2025
Q4 		$663K Buy
4,619
+897
+24% +$132K 0.06% 89
2025
Q3 		$491K Sell
3,722
-173
-4% -$24.7K 0.05% 89
2025
Q2 		$584K Sell
3,895
-99
-2% -$13.3K 0.07% 88
2025
Q1 		$607K Sell
3,994
-187
-4% -$27.8K 0.07% 86
2024
Q4 		$711K Sell
4,181
-128
-3% -$21K 0.09% 74
2024
Q3 		$711K Sell
4,309
-1,444
-25% -$248K 0.09% 69
2024
Q2 		$1.01M Sell
5,753
-91
-2% -$15.7K 0.14% 62
2024
Q1 		$1.02M Sell
5,844
-626
-10% -$105K 0.14% 62
2023
Q4 		$1.1M Buy
6,470
+4
+0.1% +$663 0.16% 54
2023
Q3 		$1.2M Hold
6,466
– – 0.19% 47
2023
Q2 		$1.2M Buy
6,466
+203
+3% +$37.9K 0.19% 47
2023
Q1 		$1.13M Buy
6,263
+1,309
+26% +$229K 0.21% 45
2022
Q4 		$895K Buy
4,954
+890
+22% +$159K 0.17% 47
2022
Q3 		$663K Buy
4,064
+168
+4% +$29K 0.13% 53
2022
Q2 		$649K Buy
3,896
+445
+13% +$74.9K 0.13% 55
2022
Q1 		$600K Hold
3,451
– – 0.1% 51
2021
Q4 		$600K Buy
3,451
+2,021
+141% +$330K 0.1% 51
2021
Q3 		$215K Buy
1,430
+15
+1% +$2.32K 0.04% 83
2021
Q2 		$200K Hold
1,415
– – 0.04% 84
2021
Q1 		$200K Buy
+1,415
New +$194K 0.04% 84

Other funds holding PEP

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

KWB Wealth's PEP Position: Q3 2026 in Review

KWB Wealth increased its PepsiCo (PEP) stake by 1% in Q3 2026, buying an estimated $2.89K and bringing the position to 2,050 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #160.

KWB Wealth first reported a position in PEP in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.2M in Q3 2023. 876 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • KWB Wealth held 2,050 shares of PepsiCo worth $260K as of Q3 2026.
  • KWB Wealth bought 21 PepsiCo shares in Q3 2026, an estimated $2.89K.
  • PepsiCo made up 0.02% of KWB Wealth's portfolio in Q3 2026, its #160 holding.
  • KWB Wealth first reported a position in PepsiCo in Q1 2021 and has held it in 23 quarters since.
  • KWB Wealth's PepsiCo position peaked at $1.2M in Q3 2023.
  • 876 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.