Polaris Financial Partners’s PepsiCo PEP Stock Holding History

Polaris Financial Partners’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 Q3	$26K	Buy	+201	New	+$27.7K	0.01%	227

Other funds holding PEP

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

Polaris Financial Partners's PEP Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in PepsiCo (PEP) in Q3 2026: 201 shares worth $26K. The stake represents 0.01% of the portfolio and ranks #227 among its holdings.

23 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

Polaris Financial Partners held 201 shares of PepsiCo worth $26K as of Q3 2026.
PepsiCo was a new Polaris Financial Partners position in Q3 2026.
PepsiCo made up 0.01% of Polaris Financial Partners's portfolio in Q3 2026, its #227 holding.
23 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.