Mid-American Wealth Advisory Group’s PepsiCo PEP Stock Holding History

Mid-American Wealth Advisory 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 Q3	–	Sell	-95	Closed	-$12.5K	–	235
2025 Q2	$12.5K	Buy	+95	New	+$12.8K	0.01%	148
2023 Q3	–	Sell	-4,722	Closed	-$865K	–	63
2023 Q2	$865K	Buy	+4,722	New	+$881K	0.67%	38
2022 Q1	$768K	Sell	4,589 -368	-7%	-$61.8K	0.6%	49
2021 Q4	$861K	Buy	+4,957	New	+$810K	0.69%	39

Other funds holding PEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Mid-American Wealth Advisory Group's PEP Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of PepsiCo (PEP) in Q3 2025, closing a stake of 95 shares — an estimated $12.5K sold.

Mid-American Wealth Advisory Group first reported a position in PEP in Q4 2021 and held it in 4 quarters. The position peaked at $865K in Q2 2023. 3,312 funds tracked by Wall St. Rank hold PEP as of Q3 2025.

Mid-American Wealth Advisory Group reported no remaining PepsiCo position as of Q3 2025 after selling out during the quarter.
Mid-American Wealth Advisory Group sold 95 PepsiCo shares in Q3 2025, an estimated $12.5K.
Mid-American Wealth Advisory Group first reported a position in PepsiCo in Q4 2021 and held it in 4 quarters.
Mid-American Wealth Advisory Group's PepsiCo position peaked at $865K in Q2 2023.
3,312 funds tracked by Wall St. Rank held PepsiCo as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.