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Finward Bancorp’s PepsiCo PEP Stock Holding History

Finward Bancorp’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
2026
Q2 		$429K Sell
3,169
-158
-5% -$23.6K 0.33% 68
2026
Q1 		$517K Sell
3,327
-102
-3% -$15.9K 0.41% 63
2025
Q4 		$492K Sell
3,429
-182
-5% -$26.7K 0.38% 63
2025
Q3 		$507K Sell
3,611
-67
-2% -$9.57K 0.39% 63
2025
Q2 		$486K Sell
3,678
-44
-1% -$5.93K 0.38% 66
2025
Q1 		$558K Sell
3,722
-402
-10% -$59.8K 0.48% 61
2024
Q4 		$627K Buy
+4,124
New +$676K 0.54% 50

Other funds holding PEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Finward Bancorp's PEP Position: Q2 2026 in Review

Finward Bancorp reduced its PepsiCo (PEP) stake by 4.7% in Q2 2026, selling an estimated $23.6K and leaving 3,169 shares worth $429K. The position accounts for 0.33% of the portfolio, ranked #68.

Finward Bancorp first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $627K in Q4 2024. 3,392 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Finward Bancorp held 3,169 shares of PepsiCo worth $429K as of Q2 2026.
  • Finward Bancorp sold 158 PepsiCo shares in Q2 2026, an estimated $23.6K.
  • PepsiCo made up 0.33% of Finward Bancorp's portfolio in Q2 2026, its #68 holding.
  • Finward Bancorp first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
  • Finward Bancorp's PepsiCo position peaked at $627K in Q4 2024.
  • 3,392 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Finward Bancorp's 13F filing for Q2 2026, filed 16 Jul 2026.