MCB
PEP icon

Morton Community Bank’s PepsiCo PEP Stock Holding History

Morton Community Bank’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
Q1 		$3.89M Buy
25,060
+390
+2% +$60.8K 0.85% 61
2025
Q4 		$3.79M Buy
24,670
+459
+2% +$67.4K 0.82% 66
2025
Q3 		$3.54M Buy
24,211
+1,888
+8% +$270K 0.82% 62
2025
Q2 		$2.95M Buy
22,323
+1,460
+7% +$197K 0.73% 77
2025
Q1 		$3.13M Buy
20,863
+725
+4% +$108K 0.82% 71
2024
Q4 		$3.06M Buy
20,138
+260
+1% +$42.6K 0.81% 70
2024
Q3 		$3.38M Buy
19,878
+47
+0.2% +$8.07K 0.88% 60
2024
Q2 		$3.27M Buy
19,831
+1,050
+6% +$181K 0.92% 49
2024
Q1 		$3.29M Buy
18,781
+910
+5% +$153K 0.95% 41
2023
Q4 		$3.04M Buy
+17,871
New +$2.96M 0.99% 33

Other funds holding PEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Morton Community Bank's PEP Position: Q1 2026 in Review

Morton Community Bank increased its PepsiCo (PEP) stake by 1.6% in Q1 2026, buying an estimated $60.8K and bringing the position to 25,060 shares worth $3.89M. The position accounts for 0.85% of the portfolio, ranked #61.

Morton Community Bank first reported a position in PEP in Q4 2023 and has held it in 10 quarters since. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Morton Community Bank held 25,060 shares of PepsiCo worth $3.89M as of Q1 2026.
  • Morton Community Bank bought 390 PepsiCo shares in Q1 2026, an estimated $60.8K.
  • PepsiCo made up 0.85% of Morton Community Bank's portfolio in Q1 2026, its #61 holding.
  • Morton Community Bank first reported a position in PepsiCo in Q4 2023 and has held it in 10 quarters since.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Morton Community Bank's 13F filing for Q1 2026, filed 14 May 2026.