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Hemington Wealth Management’s PepsiCo PEP Stock Holding History

Hemington Wealth Management’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
Q3 		$192K Buy
1,373
+591
+76% +$84.4K 0.03% 153
2025
Q2 		$103K Sell
782
-47
-6% -$6.33K 0.01% 211
2025
Q1 		$124K Buy
829
+195
+31% +$29K 0.02% 175
2024
Q4 		$96K Sell
634
-179
-22% -$29.3K 0.02% 200
2024
Q3 		$135K Buy
+813
New +$140K 0.04% 154

Other funds holding PEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Hemington Wealth Management's PEP Position: Q3 2025 in Review

Hemington Wealth Management increased its PepsiCo (PEP) stake by 76% in Q3 2025, buying an estimated $84.4K and bringing the position to 1,373 shares worth $192K. The position accounts for 0.03% of the portfolio, ranked #153.

Hemington Wealth Management first reported a position in PEP in Q3 2024 and has held it in 5 quarters since. 3,311 funds tracked by Wall St. Rank hold PEP as of Q3 2025.

  • Hemington Wealth Management held 1,373 shares of PepsiCo worth $192K as of Q3 2025.
  • Hemington Wealth Management bought 591 PepsiCo shares in Q3 2025, an estimated $84.4K.
  • PepsiCo made up 0.03% of Hemington Wealth Management's portfolio in Q3 2025, its #153 holding.
  • Hemington Wealth Management first reported a position in PepsiCo in Q3 2024 and has held it in 5 quarters since.
  • 3,311 funds tracked by Wall St. Rank held PepsiCo as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.