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Oldfather Financial Services’s PepsiCo PEP Stock Holding History

Oldfather Financial Services’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 		$296K Sell
2,060
-9
-0.4% -$1.32K 0.09% 82
2025
Q3 		$291K Buy
2,069
+28
+1% +$4K 0.09% 74
2025
Q2 		$269K Sell
2,041
-183
-8% -$24.7K 0.09% 68
2025
Q1 		$333K Sell
2,224
-321
-13% -$47.8K 0.13% 58
2024
Q4 		$387K Sell
2,545
-19
-0.7% -$3.11K 0.15% 54
2024
Q3 		$436K Buy
2,564
+33
+1% +$5.67K 0.17% 46
2024
Q2 		$417K Buy
2,531
+10
+0.4% +$1.73K 0.17% 46
2024
Q1 		$441K Buy
2,521
+93
+4% +$15.7K 0.18% 46
2023
Q4 		$412K Sell
2,428
-7
-0.3% -$1.16K 0.18% 44
2023
Q3 		$413K Sell
2,435
-318
-12% -$57.8K 0.21% 43
2023
Q2 		$510K Buy
2,753
+129
+5% +$24.1K 0.25% 39
2023
Q1 		$478K Buy
2,624
+69
+3% +$12.1K 0.25% 43
2022
Q4 		$462K Sell
2,555
-450
-15% -$80.3K 0.26% 41
2022
Q3 		$491K Hold
3,005
– – 0.31% 39
2022
Q2 		$516K Buy
3,005
+10
+0.3% +$1.68K 0.29% 38
2022
Q1 		$532K Buy
2,995
+40
+1% +$6.72K 0.29% 40
2021
Q4 		$491K Buy
2,955
+73
+3% +$11.9K 0.26% 43
2021
Q3 		$469K Buy
2,882
+95
+3% +$14.7K 0.24% 44
2021
Q2 		$430K Sell
2,787
-765
-22% -$111K 0.24% 43
2021
Q1 		$506K Buy
3,552
+11
+0.3% +$1.51K 0.29% 43
2020
Q4 		$499K Buy
3,541
+18
+0.5% +$2.56K 0.3% 42
2020
Q3 		$502K Buy
3,523
+10
+0.3% +$1.36K 0.36% 38
2020
Q2 		$484K Buy
3,513
+10
+0.3% +$1.32K 0.38% 37
2020
Q1 		$466K Buy
3,503
+11
+0.3% +$1.49K 0.44% 31
2019
Q4 		$495K Buy
+3,492
New +$475K 0.46% 30

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Oldfather Financial Services's PEP Position: Q4 2025 in Review

Oldfather Financial Services reduced its PepsiCo (PEP) stake by 0.43% in Q4 2025, selling an estimated $1.32K and leaving 2,060 shares worth $296K. The position accounts for 0.09% of the portfolio, ranked #82.

Oldfather Financial Services first reported a position in PEP in Q4 2019 and has held it in 25 quarters since. The position peaked at $532K in Q1 2022. 3,498 funds tracked by Wall St. Rank hold PEP as of Q4 2025.

  • Oldfather Financial Services held 2,060 shares of PepsiCo worth $296K as of Q4 2025.
  • Oldfather Financial Services sold 9 PepsiCo shares in Q4 2025, an estimated $1.32K.
  • PepsiCo made up 0.09% of Oldfather Financial Services's portfolio in Q4 2025, its #82 holding.
  • Oldfather Financial Services first reported a position in PepsiCo in Q4 2019 and has held it in 25 quarters since.
  • Oldfather Financial Services's PepsiCo position peaked at $532K in Q1 2022.
  • 3,498 funds tracked by Wall St. Rank held PepsiCo as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.