PEP PEPSICO INC COMMON STOCK

Ownership history in MITCHELL SINKLER & STARR/PA  ·  99 quarters on record

AI Ownership Summary

MITCHELL SINKLER & STARR/PA reported PEPSICO INC COMMON STOCK (PEP) in 99 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.44% in 2023 Q4. The latest visible filing shows PEP at 1.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PEP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MITCHELL SINKLER & STARR/PA's position in PEPSICO INC COMMON STOCK, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PEP was reported at 1.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.44% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MITCHELL SINKLER & STARR/PA held PEP — position size vs. price
% of Fund (quarterly)    PEP price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 17,362 -725 -4.0% 1.13% $2.5M 2026-02-14 (Est.) $164.47
2025 Q3 ADDED 18,087 +60 +0.3% 1.14% $2.5M 2025-11-04 $140.26
2025 Q2 REDUCED 18,027 -30,952 -63.2% 1.14% $2.4M 2025-07-25 $139.44
2025 Q1 ADDED 48,979 +1,107 +2.3% 2.06% $7.3M 2025-05-07 $126.84
2024 Q4 REDUCED 47,872 -4,430 -8.5% 1.94% $7.3M 2025-02-12 $137.23
2024 Q3 ADDED 52,302 +1,412 +2.8% 2.13% $8.5M 2024-11-13 $155.68
2024 Q2 ADDED 50,890 +2,598 +5.4% 2.22% $8.6M 2024-08-07 $161.12
2024 Q1 REDUCED 48,292 -30,752 -38.9% 2.11% $8.5M 2024-04-30 $163.69
2023 Q4 ADDED 79,044 +17,327 +28.1% 2.44% $13.4M 2024-02-12 $157.56
90 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MITCHELL SINKLER & STARR/PA and PEP

These are the practical questions this page is built to answer before you even open the full history table.

How long has MITCHELL SINKLER & STARR/PA reported owning PEP?

MITCHELL SINKLER & STARR/PA reported PEP across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PEP position in MITCHELL SINKLER & STARR/PA's portfolio?

The largest reported portfolio weight for PEP was 2.44% in 2023 Q4.

What is the latest reported PEP position on this page?

The most recent filing on this page is 2025 Q4, when MITCHELL SINKLER & STARR/PA reported 17,362 shares, equal to 1.13% of portfolio, with an estimated market value of $2.5M.

What does the chart on this PEP ownership page compare?

The chart compares MITCHELL SINKLER & STARR/PA's quarterly PEP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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