MFPI
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Midwest Financial Partners Investments’s PepsiCo PEP Stock Holding History

Midwest Financial Partners Investments’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 		$302K Hold
2,227
– – 0.13% 66
2026
Q1 		$346K Hold
2,227
– – 0.18% 59
2025
Q4 		$320K Buy
+2,227
New +$327K 0.18% 60

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CAI
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PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Midwest Financial Partners Investments's PEP Position: Q2 2026 in Review

Midwest Financial Partners Investments held its PepsiCo (PEP) position steady in Q2 2026 at 2,227 shares worth $302K. The position accounts for 0.13% of the portfolio, ranked #66.

Midwest Financial Partners Investments first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $346K in Q1 2026. 1,341 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Midwest Financial Partners Investments held 2,227 shares of PepsiCo worth $302K as of Q2 2026.
  • Midwest Financial Partners Investments left its PepsiCo share count unchanged in Q2 2026.
  • PepsiCo made up 0.13% of Midwest Financial Partners Investments's portfolio in Q2 2026, its #66 holding.
  • Midwest Financial Partners Investments first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
  • Midwest Financial Partners Investments's PepsiCo position peaked at $346K in Q1 2026.
  • 1,341 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Midwest Financial Partners Investments's 13F filing for Q2 2026, filed 15 Jul 2026.