Midwest Financial Group
PEP icon

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
Q3 		$380K Buy
2,997
+9
+0.3% +$1.24K 0.13% 107
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Midwest Financial Group's PEP Position: Q3 2026 in Review

Midwest Financial Group increased its PepsiCo (PEP) stake by 0.3% in Q3 2026, buying an estimated $1.24K and bringing the position to 2,997 shares worth $380K. The position accounts for 0.13% of the portfolio, ranked #107.

Midwest Financial Group first reported a position in PEP in Q1 2023 and has held it in 15 quarters since. The position peaked at $949K in Q1 2024. 2,312 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Midwest Financial Group held 2,997 shares of PepsiCo worth $380K as of Q3 2026.
  • Midwest Financial Group bought 9 PepsiCo shares in Q3 2026, an estimated $1.24K.
  • PepsiCo made up 0.13% of Midwest Financial Group's portfolio in Q3 2026, its #107 holding.
  • Midwest Financial Group first reported a position in PepsiCo in Q1 2023 and has held it in 15 quarters since.
  • Midwest Financial Group's PepsiCo position peaked at $949K in Q1 2024.
  • 2,312 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Midwest Financial Group's 13F filing for Q3 2026, filed 15 Oct 2026.