Oak Hill Wealth Advisors’s PepsiCo PEP Stock Holding History

Oak Hill Wealth 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
2024 Q4	–	Sell	-4,727	Closed	-$804K	–	207
2024 Q3	$804K	Buy	+4,727	New	+$812K	0.2%	53
2024 Q2	–	Sell	-5,027	Closed	-$880K	–	182
2024 Q1	$880K	Buy	+5,027	New	+$846K	0.28%	40

Other funds holding PEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Oak Hill Wealth Advisors's PEP Position: Q3 2025 in Review

Oak Hill Wealth Advisors held its PepsiCo (PEP) position steady in Q3 2025 at 6,183 shares worth $868K. The position accounts for 0.16% of the portfolio, ranked #73.

Oak Hill Wealth Advisors first reported a position in PEP in Q4 2022 and has held it in 10 quarters since. The position peaked at $962K in Q2 2023. 3,311 funds tracked by Wall St. Rank hold PEP as of Q3 2025.

Oak Hill Wealth Advisors held 6,183 shares of PepsiCo worth $868K as of Q3 2025.
Oak Hill Wealth Advisors left its PepsiCo share count unchanged in Q3 2025.
PepsiCo made up 0.16% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #73 holding.
Oak Hill Wealth Advisors first reported a position in PepsiCo in Q4 2022 and has held it in 10 quarters since.
Oak Hill Wealth Advisors's PepsiCo position peaked at $962K in Q2 2023.
3,311 funds tracked by Wall St. Rank held PepsiCo as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.