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SS&H Financial Advisors’s PepsiCo PEP Stock Holding History

SS&H Financial Advisors’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 		$3.61M Sell
25,144
-147
-0.6% -$21.6K 1.05% 25
2025
Q3 		$3.55M Sell
25,291
-400
-2% -$57.1K 1.08% 23
2025
Q2 		$3.39M Sell
25,691
-284
-1% -$38.3K 1.13% 21
2025
Q1 		$3.9M Sell
25,975
-283
-1% -$42.1K 1.45% 17
2024
Q4 		$3.99M Sell
26,258
-142
-0.5% -$23.3K 1.45% 16
2024
Q3 		$4.49M Sell
26,400
-400
-1% -$68.7K 1.64% 12
2024
Q2 		$4.42M Sell
26,800
-100
-0.4% -$17.3K 1.73% 11
2024
Q1 		$4.71M Sell
26,900
-2,975
-10% -$501K 1.96% 12
2023
Q4 		$5.07M Hold
29,875
– – 2.15% 12
2023
Q3 		$5.06M Buy
+29,875
New +$5.43M 2.37% 9
2023
Q1 		$5.57M Buy
30,568
+369
+1% +$64.5K 2.55% 7
2022
Q4 		$5.46M Sell
30,199
-5,000
-14% -$892K 2.6% 7
2022
Q3 		$5.75M Sell
35,199
-100
-0.3% -$17.2K 2.97% 6
2022
Q2 		$5.88M Sell
35,299
-1,350
-4% -$227K 2.72% 6
2022
Q1 		$6.13M Buy
+36,649
New +$6.15M 2.4% 6

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

SS&H Financial Advisors's PEP Position: Q4 2025 in Review

SS&H Financial Advisors reduced its PepsiCo (PEP) stake by 0.58% in Q4 2025, selling an estimated $21.6K and leaving 25,144 shares worth $3.61M. The position accounts for 1.05% of the portfolio, ranked #25.

SS&H Financial Advisors first reported a position in PEP in Q1 2022 and has held it in 15 quarters since. The position peaked at $6.13M in Q1 2022. 3,497 funds tracked by Wall St. Rank hold PEP as of Q4 2025.

  • SS&H Financial Advisors held 25,144 shares of PepsiCo worth $3.61M as of Q4 2025.
  • SS&H Financial Advisors sold 147 PepsiCo shares in Q4 2025, an estimated $21.6K.
  • PepsiCo made up 1.05% of SS&H Financial Advisors's portfolio in Q4 2025, its #25 holding.
  • SS&H Financial Advisors first reported a position in PepsiCo in Q1 2022 and has held it in 15 quarters since.
  • SS&H Financial Advisors's PepsiCo position peaked at $6.13M in Q1 2022.
  • 3,497 funds tracked by Wall St. Rank held PepsiCo as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.