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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Midwest Financial Group's PEP Position: Q1 2026 in Review

Midwest Financial Group increased its PepsiCo (PEP) stake by 0.53% in Q1 2026, buying an estimated $2.34K and bringing the position to 2,820 shares worth $438K. The position accounts for 0.19% of the portfolio, ranked #88.

Midwest Financial Group first reported a position in PEP in Q1 2023 and has held it in 13 quarters since. The position peaked at $949K in Q1 2024. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Midwest Financial Group held 2,820 shares of PepsiCo worth $438K as of Q1 2026.
Midwest Financial Group bought 15 PepsiCo shares in Q1 2026, an estimated $2.34K.
PepsiCo made up 0.19% of Midwest Financial Group's portfolio in Q1 2026, its #88 holding.
Midwest Financial Group first reported a position in PepsiCo in Q1 2023 and has held it in 13 quarters since.
Midwest Financial Group's PepsiCo position peaked at $949K in Q1 2024.
3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Midwest Financial Group's 13F filing for Q1 2026, filed 22 Apr 2026.