Peoples Bank/Ks Investment Activity in Q2 2026

As part of its regular reporting process, Peoples Bank/Ks, identified by the slug "peoples-bank-ks", has disclosed changes to its portfolio holdings for the period ending 2026-06-30.

Significant New Position: Keurig Dr Pepper (KDP)

The most notable change during this quarter was a substantial increase in shares held of Keurig Dr Pepper, commonly known as KDP. The bank acquired 6,750 additional shares, representing an unprecedented 100% increase from the previous quarter.

Major Stake Reduction in Wells Fargo (WFC)

In contrast to the new position, Wells Fargo, symbol WFC, experienced a significant reduction. The bank sold 1,954 shares of this Financial Services stock, resulting in an approximate 7.4% decrease in its stake during the quarter.

Other Notable Purchases and Adjustments

Besides these prominent changes, several other holdings saw adjustments or were added to the portfolio according to the filing data:

• Comcast (CMCSA) shares decreased by about 6.3%, reflecting a reduction in exposure within the Communication Services sector.
• SPDR Select Sector ETF (XLF), part of Financial Services, saw its stake reduced by roughly 5.2%.
• The bank also adjusted positions in several other stocks including Analog Devices (ADI), Vanguad S&P 500 ETF Trust (VOO), and others listed in the changed holdings section.

Portfolio Sector Allocation Shifts

A review of the portfolio's sector allocation reveals shifts based on these changes:

• The Technology sector maintained its position as a significant part of the portfolio, with an overall increase in percentage allocation observed despite share reductions in some Tech stocks like Microsoft (MSFT) and Apple (AAPL).
• Financial Services saw both inflows (like WFC reduction partially offset by other buys?) and outflows, resulting in a slight decrease from its prior period allocation.

The disclosed changes indicate active management of the portfolio. The bank demonstrated buying power with large acquisitions like KDP while also strategically reducing exposure to certain stocks such as Wells Fargo (WFC). Further details on all holdings and their performance can be found in the full Peoples Bank/Ks filing.