GMFG
PEP icon

Greater Midwest Financial Group’s PepsiCo PEP Stock Holding History

Greater Midwest Financial Group’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
2025
Q1 		– Sell
-1,508
Closed -$229K – 56
2024
Q4 		$229K Sell
1,508
-40
-3% -$6.55K 0.15% 51
2024
Q3 		$263K Sell
1,548
-52
-3% -$8.93K 0.15% 51
2024
Q2 		$278K Sell
1,600
-13
-0.8% -$2.24K 0.18% 45
2024
Q1 		$282K Sell
1,613
-103
-6% -$17.3K 0.18% 46
2023
Q4 		$291K Buy
+1,716
New +$285K 0.2% 42

Other funds holding PEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Greater Midwest Financial Group's PEP Position: Q1 2025 in Review

Greater Midwest Financial Group sold out of PepsiCo (PEP) in Q1 2025, closing a stake of 1,508 shares — an estimated $229K sold.

Greater Midwest Financial Group first reported a position in PEP in Q4 2023 and held it in 5 quarters. The position peaked at $291K in Q4 2023. 3,421 funds tracked by Wall St. Rank hold PEP as of Q1 2025.

  • Greater Midwest Financial Group reported no remaining PepsiCo position as of Q1 2025 after selling out during the quarter.
  • Greater Midwest Financial Group sold 1,508 PepsiCo shares in Q1 2025, an estimated $229K.
  • Greater Midwest Financial Group first reported a position in PepsiCo in Q4 2023 and held it in 5 quarters.
  • Greater Midwest Financial Group's PepsiCo position peaked at $291K in Q4 2023.
  • 3,421 funds tracked by Wall St. Rank held PepsiCo as of Q1 2025.

Based on Greater Midwest Financial Group's 13F filing for Q1 2025, filed 1 May 2025.