MFG
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Midwest Financial Group’s PepsiCo PEP Stock Holding History

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
2026
Q2 		$405K Buy
2,988
+168
+6% +$25.1K 0.14% 99
2026
Q1 		$438K Buy
2,820
+15
+0.5% +$2.34K 0.19% 88
2025
Q4 		$403K Hold
2,805
– – 0.18% 84
2025
Q3 		$394K Buy
2,805
+7
+0.3% +$1K 0.19% 83
2025
Q2 		$369K Buy
2,798
+108
+4% +$14.5K 0.19% 80
2025
Q1 		$403K Buy
2,690
+13
+0.5% +$1.94K 0.23% 74
2024
Q4 		$407K Sell
2,677
-2,825
-51% -$463K 0.23% 78
2024
Q3 		$936K Buy
5,502
+16
+0.3% +$2.75K 0.55% 43
2024
Q2 		$905K Buy
5,486
+61
+1% +$10.5K 0.58% 45
2024
Q1 		$949K Buy
5,425
+271
+5% +$45.6K 0.64% 42
2023
Q4 		$875K Buy
5,154
+56
+1% +$9.29K 0.65% 43
2023
Q3 		$864K Buy
5,098
+5
+0.1% +$908 0.73% 40
2023
Q2 		$943K Sell
5,093
-54
-1% -$10.1K 0.8% 32
2023
Q1 		$938K Buy
+5,147
New +$900K 0.86% 31

Other funds holding PEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Midwest Financial Group's PEP Position: Q2 2026 in Review

Midwest Financial Group increased its PepsiCo (PEP) stake by 6% in Q2 2026, buying an estimated $25.1K and bringing the position to 2,988 shares worth $405K. The position accounts for 0.14% of the portfolio, ranked #99.

Midwest Financial Group first reported a position in PEP in Q1 2023 and has held it in 14 quarters since. The position peaked at $949K in Q1 2024. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Midwest Financial Group held 2,988 shares of PepsiCo worth $405K as of Q2 2026.
  • Midwest Financial Group bought 168 PepsiCo shares in Q2 2026, an estimated $25.1K.
  • PepsiCo made up 0.14% of Midwest Financial Group's portfolio in Q2 2026, its #99 holding.
  • Midwest Financial Group first reported a position in PepsiCo in Q1 2023 and has held it in 14 quarters since.
  • Midwest Financial Group's PepsiCo position peaked at $949K in Q1 2024.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.