OAG
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Oakmont Advisory Group’s PepsiCo PEP Stock Holding History

Oakmont Advisory Group’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
Q2 		$311K Buy
2,297
+329
+17% +$49.2K 0.26% 107
2026
Q1 		$306K Sell
1,968
-182
-8% -$28.4K 0.31% 96
2025
Q4 		$309K Buy
+2,150
New +$316K 0.33% 102

Other funds holding PEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
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

Oakmont Advisory Group's PEP Position: Q2 2026 in Review

Oakmont Advisory Group increased its PepsiCo (PEP) stake by 17% in Q2 2026, buying an estimated $49.2K and bringing the position to 2,297 shares worth $311K. The position accounts for 0.26% of the portfolio, ranked #107.

Oakmont Advisory Group first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. 3,388 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Oakmont Advisory Group held 2,297 shares of PepsiCo worth $311K as of Q2 2026.
  • Oakmont Advisory Group bought 329 PepsiCo shares in Q2 2026, an estimated $49.2K.
  • PepsiCo made up 0.26% of Oakmont Advisory Group's portfolio in Q2 2026, its #107 holding.
  • Oakmont Advisory Group first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
  • 3,388 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.