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SilverOak Wealth Management’s PepsiCo PEP Stock Holding History

SilverOak 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
Q1 		– Sell
-1,388
Closed -$211K – 101
2024
Q4 		$211K Buy
1,388
+8
+0.6% +$1.31K 0.05% 93
2024
Q3 		$235K Hold
1,380
– – 0.05% 90
2024
Q2 		$228K Sell
1,380
-100
-7% -$17.3K 0.05% 85
2024
Q1 		$259K Sell
1,480
-81
-5% -$13.6K 0.06% 79
2023
Q4 		$265K Buy
+1,561
New +$259K 0.07% 70

Other funds holding PEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SilverOak Wealth Management's PEP Position: Q1 2025 in Review

SilverOak Wealth Management sold out of PepsiCo (PEP) in Q1 2025, closing a stake of 1,388 shares — an estimated $211K sold.

SilverOak Wealth Management first reported a position in PEP in Q4 2023 and held it in 5 quarters. The position peaked at $265K in Q4 2023. 3,429 funds tracked by Wall St. Rank hold PEP as of Q1 2025.

  • SilverOak Wealth Management reported no remaining PepsiCo position as of Q1 2025 after selling out during the quarter.
  • SilverOak Wealth Management sold 1,388 PepsiCo shares in Q1 2025, an estimated $211K.
  • SilverOak Wealth Management first reported a position in PepsiCo in Q4 2023 and held it in 5 quarters.
  • SilverOak Wealth Management's PepsiCo position peaked at $265K in Q4 2023.
  • 3,429 funds tracked by Wall St. Rank held PepsiCo as of Q1 2025.

Based on SilverOak Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.