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Stack Financial Management, Inc: PEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stack Financial Management, Inc on PEP, newest first. How the timeline and the estimate are built.

Stack Financial Management, Inc held 117,752 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 117,752 shares
    Change vs previous 13F +707 shares

    1.24% of the 13F portfolio, value $15,943,574.

    13F-HR 0001308685-26-000007 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 117,045 shares
    Change vs previous 13F +684 shares

    1.34% of the 13F portfolio, value $18,175,928.

    13F-HR 0001308685-26-000005 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 116,361 shares
    Change vs previous 13F -966 shares

    1.27% of the 13F portfolio, value $16,700,140.

    13F-HR 0001308685-26-000002 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 117,327 shares
    Change vs previous 13F -1,172 shares

    1.37% of the 13F portfolio, value $16,477,413.

    13F-HR 0001308685-25-000011 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 118,499 shares
    Change vs previous 13F -1,928 shares

    1.38% of the 13F portfolio, value $15,646,617.

    13F-HR 0001308685-25-000009 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 120,427 shares
    Change vs previous 13F -857 shares

    1.5% of the 13F portfolio, value $18,056,834.

    13F-HR 0001308685-25-000007 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 121,284 shares
    Change vs previous 13F +172 shares

    1.69% of the 13F portfolio, value $18,442,382.

    13F-HR 0001308685-25-000004 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 121,112 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $20,595,025.

    13F-HR 0001308685-24-000009 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).