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DHK Financial Advisors’s PepsiCo PEP Stock Holding History

DHK Financial 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
2025
Q2 		– Sell
-1,346
Closed -$202K – 91
2025
Q1 		$202K Sell
1,346
-41
-3% -$6.1K 0.11% 88
2024
Q4 		$213K Hold
1,387
– – 0.13% 86
2024
Q3 		$236K Sell
1,387
-16
-1% -$2.75K 0.14% 76
2024
Q2 		$231K Buy
+1,403
New +$242K 0.16% 74

Other funds holding PEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

DHK Financial Advisors's PEP Position: Q2 2025 in Review

DHK Financial Advisors sold out of PepsiCo (PEP) in Q2 2025, closing a stake of 1,346 shares — an estimated $202K sold.

DHK Financial Advisors first reported a position in PEP in Q2 2024 and held it in 4 quarters. The position peaked at $236K in Q3 2024. 3,325 funds tracked by Wall St. Rank hold PEP as of Q2 2025.

  • DHK Financial Advisors reported no remaining PepsiCo position as of Q2 2025 after selling out during the quarter.
  • DHK Financial Advisors sold 1,346 PepsiCo shares in Q2 2025, an estimated $202K.
  • DHK Financial Advisors first reported a position in PepsiCo in Q2 2024 and held it in 4 quarters.
  • DHK Financial Advisors's PepsiCo position peaked at $236K in Q3 2024.
  • 3,325 funds tracked by Wall St. Rank held PepsiCo as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.