STAR Financial Bank’s PepsiCo PEP Stock Holding History

STAR Financial 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	$1.25M	Buy	8,034 +3,825	+91%	+$596K	0.59%	30
2025 Q4	$604K	Sell	4,209 -362	-8%	-$53.2K	0.31%	53
2025 Q3	$642K	Sell	4,571 -463	-9%	-$66.1K	0.38%	50
2025 Q2	$665K	Sell	5,034 -512	-9%	-$69K	0.42%	54
2025 Q1	$832K	Sell	5,546 -722	-12%	-$107K	0.61%	41
2024 Q4	$953K	Sell	6,268 -1,854	-23%	-$304K	0.69%	36
2024 Q3	$1.38M	Sell	8,122 -1,123	-12%	-$193K	0.93%	30
2024 Q2	$1.52M	Sell	9,245 -584	-6%	-$101K	1.17%	19
2024 Q1	$1.72M	Sell	9,829 -300	-3%	-$50.5K	1.47%	14
2023 Q4	$1.72M	Buy	10,129 +227	+2%	+$37.6K	1.57%	12
2023 Q3	$1.68M	Buy	9,902 +126	+1%	+$22.9K	1.72%	11
2023 Q2	$1.81M	Buy	9,776 +53	+0.5%	+$9.89K	1.69%	11
2023 Q1	$1.77M	Sell	9,723 -125	-1%	-$21.9K	1.73%	12
2022 Q4	$1.78M	Buy	+9,848	New	+$1.76M	1.76%	12

Other funds holding PEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

STAR Financial Bank's PEP Position: Q1 2026 in Review

STAR Financial Bank increased its PepsiCo (PEP) stake by 91% in Q1 2026, buying an estimated $596K and bringing the position to 8,034 shares worth $1.25M. The position accounts for 0.59% of the portfolio, ranked #30.

STAR Financial Bank first reported a position in PEP in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.81M in Q2 2023. 3,535 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

STAR Financial Bank held 8,034 shares of PepsiCo worth $1.25M as of Q1 2026.
STAR Financial Bank bought 3,825 PepsiCo shares in Q1 2026, an estimated $596K.
PepsiCo made up 0.59% of STAR Financial Bank's portfolio in Q1 2026, its #30 holding.
STAR Financial Bank first reported a position in PepsiCo in Q4 2022 and has held it in 14 quarters since.
STAR Financial Bank's PepsiCo position peaked at $1.81M in Q2 2023.
3,535 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on STAR Financial Bank's 13F filing for Q1 2026, filed 8 May 2026.