O'Brien Wealth Partners’s PepsiCo PEP Stock Holding History

O'Brien Wealth Partners’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 Q4	$87.8K	Sell	612 -1	-0.2%	-$147	0.01%	90
2025 Q3	$86.1K	Buy	+613	New	+$87.5K	0.01%	74
2025 Q2	–	Sell	-652	Closed	-$97.8K	–	88
2025 Q1	$97.8K	Buy	652 +235	+56%	+$35K	0.02%	57
2024 Q4	$63.4K	Sell	417 -100	-19%	-$16.4K	0.01%	58
2024 Q3	$87.9K	Sell	517 -9	-2%	-$1.55K	0.02%	55
2024 Q2	$86.8K	Hold	526	–	–	0.02%	50
2024 Q1	$92.1K	Sell	526 -548	-51%	-$92.3K	0.02%	52
2023 Q4	$182K	Buy	1,074 +27	+3%	+$4.48K	0.05%	44
2023 Q3	$177K	Hold	1,047	–	–	0.05%	43
2023 Q2	$194K	Sell	1,047 -26	-2%	-$4.85K	0.06%	42
2023 Q1	$196K	Sell	1,073 -311	-22%	-$54.4K	0.06%	44
2022 Q4	$250K	Buy	1,384 +772	+126%	+$138K	0.1%	36
2022 Q3	$100K	Buy	612 +19	+3%	+$3.27K	0.04%	55
2022 Q2	$99K	Buy	593 +33	+6%	+$5.55K	0.04%	60
2022 Q1	$96K	Buy	560 +5	+0.9%	+$839	0.04%	51
2021 Q4	$95K	Buy	+555	New	+$90.7K	0.03%	51
2018 Q4	–	Sell	-617	Closed	-$69K	–	159
2018 Q3	$69K	Buy	617 +517	+517%	+$58.5K	0.04%	67
2018 Q2	$11K	Sell	100 -517	-84%	-$53.4K	0.01%	58
2018 Q1	$67K	Buy	+617	New	+$70.2K	0.05%	56

Other funds holding PEP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

O'Brien Wealth Partners's PEP Position: Q4 2025 in Review

O'Brien Wealth Partners reduced its PepsiCo (PEP) stake by 0.16% in Q4 2025, selling an estimated $147 and leaving 612 shares worth $87.8K. The position accounts for 0.01% of the portfolio, ranked #90.

O'Brien Wealth Partners first reported a position in PEP in Q1 2018 and has held it in 19 quarters since. The position peaked at $250K in Q4 2022. 3,509 funds tracked by Wall St. Rank hold PEP as of Q4 2025.

O'Brien Wealth Partners held 612 shares of PepsiCo worth $87.8K as of Q4 2025.
O'Brien Wealth Partners sold 1 PepsiCo share in Q4 2025, an estimated $147.
PepsiCo made up 0.01% of O'Brien Wealth Partners's portfolio in Q4 2025, its #90 holding.
O'Brien Wealth Partners first reported a position in PepsiCo in Q1 2018 and has held it in 19 quarters since.
O'Brien Wealth Partners's PepsiCo position peaked at $250K in Q4 2022.
3,509 funds tracked by Wall St. Rank held PepsiCo as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.