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Southern Michigan Bank & Trust’s PepsiCo PEP Stock Holding History

Southern Michigan Bank & Trust’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 		$378K Sell
2,792
-639
-19% -$95.5K 0.13% 59
2026
Q1 		$533K Buy
+3,431
New +$535K 0.2% 46

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Southern Michigan Bank & Trust's PEP Position: Q2 2026 in Review

Southern Michigan Bank & Trust reduced its PepsiCo (PEP) stake by 19% in Q2 2026, selling an estimated $95.5K and leaving 2,792 shares worth $378K. The position accounts for 0.13% of the portfolio, ranked #59.

Southern Michigan Bank & Trust first reported a position in PEP in Q1 2026 and has held it in 2 quarters since. The position peaked at $533K in Q1 2026. 3,278 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Southern Michigan Bank & Trust held 2,792 shares of PepsiCo worth $378K as of Q2 2026.
  • Southern Michigan Bank & Trust sold 639 PepsiCo shares in Q2 2026, an estimated $95.5K.
  • PepsiCo made up 0.13% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #59 holding.
  • Southern Michigan Bank & Trust first reported a position in PepsiCo in Q1 2026 and has held it in 2 quarters since.
  • Southern Michigan Bank & Trust's PepsiCo position peaked at $533K in Q1 2026.
  • 3,278 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.