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SkyOak Wealth’s PepsiCo PEP Stock Holding History

SkyOak Wealth’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
Q2 		– Sell
-6,107
Closed -$916K – 264
2025
Q1 		$916K Buy
6,107
+300
+5% +$44.7K 0.2% 81
2024
Q4 		$883K Sell
5,807
-3
-0.1% -$492 0.19% 80
2024
Q3 		$988K Sell
5,810
-43
-0.7% -$7.39K 0.22% 75
2024
Q2 		$965K Buy
5,853
+43
+0.7% +$7.42K 0.23% 74
2024
Q1 		$1.02M Hold
5,810
– – 0.24% 74
2023
Q4 		$987K Sell
5,810
-117
-2% -$19.4K 0.26% 74
2023
Q3 		$1M Sell
5,927
-198
-3% -$36K 0.29% 68
2023
Q2 		$1.13M Hold
6,125
– – 0.32% 64
2023
Q1 		$1.12M Buy
6,125
+3
+0% +$524 0.34% 68
2022
Q4 		$1.11M Buy
6,122
+2
+0% +$357 0.37% 65
2022
Q3 		$999K Hold
6,120
– – 0.36% 69
2022
Q2 		$1.02M Buy
6,120
+19
+0.3% +$3.2K 0.35% 74
2022
Q1 		$1.02M Hold
6,101
– – 0.28% 85
2021
Q4 		$1.06M Hold
6,101
– – 0.27% 85
2021
Q3 		$918K Hold
6,101
– – 0.25% 86
2021
Q2 		$904K Hold
6,101
– – 0.24% 89
2021
Q1 		$865K Hold
6,101
– – 0.24% 91
2020
Q4 		$905K Sell
6,101
-228
-4% -$32.4K 0.28% 90
2020
Q3 		$877K Sell
6,329
-200
-3% -$27.2K 0.32% 79
2020
Q2 		$864K Sell
6,529
-12
-0.2% -$1.58K 0.32% 77
2020
Q1 		$786K Sell
6,541
-2
-0% -$270 0.4% 60
2019
Q4 		$894K Buy
+6,543
New +$890K 0.28% 78

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

SkyOak Wealth's PEP Position: Q2 2025 in Review

SkyOak Wealth sold out of PepsiCo (PEP) in Q2 2025, closing a stake of 6,107 shares — an estimated $916K sold.

SkyOak Wealth first reported a position in PEP in Q4 2019 and held it in 22 quarters. The position peaked at $1.13M in Q2 2023. 3,319 funds tracked by Wall St. Rank hold PEP as of Q2 2025.

  • SkyOak Wealth reported no remaining PepsiCo position as of Q2 2025 after selling out during the quarter.
  • SkyOak Wealth sold 6,107 PepsiCo shares in Q2 2025, an estimated $916K.
  • SkyOak Wealth first reported a position in PepsiCo in Q4 2019 and held it in 22 quarters.
  • SkyOak Wealth's PepsiCo position peaked at $1.13M in Q2 2023.
  • 3,319 funds tracked by Wall St. Rank held PepsiCo as of Q2 2025.

Based on SkyOak Wealth's 13F filing for Q2 2025, filed 30 Jul 2025.