Midwest Financial Group’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$369K Buy
2,798
+108
+4% +$14.3K 0.19% 80
2025
Q1
$403K Buy
2,690
+13
+0.5% +$1.95K 0.23% 74
2024
Q4
$407K Sell
2,677
-2,825
-51% -$430K 0.23% 78
2024
Q3
$936K Buy
5,502
+16
+0.3% +$2.72K 0.55% 43
2024
Q2
$905K Buy
5,486
+61
+1% +$10.1K 0.58% 45
2024
Q1
$949K Buy
5,425
+271
+5% +$47.4K 0.64% 42
2023
Q4
$875K Buy
5,154
+56
+1% +$9.51K 0.65% 43
2023
Q3
$864K Buy
5,098
+5
+0.1% +$847 0.73% 40
2023
Q2
$943K Sell
5,093
-54
-1% -$10K 0.8% 32
2023
Q1
$938K Buy
+5,147
New +$938K 0.86% 31