MIFH
PEP icon

Migdal Insurance & Financial Holdings’s PepsiCo PEP Stock Holding History

Migdal Insurance & Financial Holdings’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
2025
Q2 		– Sell
-385
Closed -$58K – 408
2025
Q1 		$58K Buy
+385
New +$57.3K ﹤0.01% 275
2023
Q4 		– Sell
-118
Closed -$20K – 505
2023
Q3 		$20K Buy
118
+50
+74% +$9.08K ﹤0.01% 374
2023
Q2 		$13K Hold
68
– – ﹤0.01% 395
2023
Q1 		$12K Hold
68
– – ﹤0.01% 450
2022
Q4 		$12K Sell
68
-155
-70% -$27.6K ﹤0.01% 450
2022
Q3 		$37K Hold
223
– – ﹤0.01% 338
2022
Q2 		$37K Buy
223
+14
+7% +$2.36K ﹤0.01% 400
2022
Q1 		$35K Sell
209
-244
-54% -$41K ﹤0.01% 473
2021
Q4 		$78K Buy
453
+301
+198% +$49.2K ﹤0.01% 400
2021
Q3 		$23K Buy
+152
New +$23.5K ﹤0.01% 535
2020
Q3 		– Sell
-321
Closed -$42K – 750
2020
Q2 		$42K Sell
321
-92
-22% -$12.1K ﹤0.01% 567
2020
Q1 		$50K Sell
413
-407
-50% -$55K ﹤0.01% 484
2019
Q4 		$112K Sell
820
-1,864
-69% -$254K ﹤0.01% 518
2019
Q3 		$368K Buy
2,684
+470
+21% +$62.4K 0.01% 367
2019
Q2 		$290K Buy
2,214
+1,057
+91% +$136K 0.01% 395
2019
Q1 		$142K Sell
1,157
-1,105
-49% -$126K ﹤0.01% 448
2018
Q4 		$250K Sell
2,262
-2,196
-49% -$248K 0.01% 331
2018
Q3 		$498K Sell
4,458
-348
-7% -$39.4K 0.01% 378
2018
Q2 		$523K Buy
4,806
+1,408
+41% +$145K 0.01% 310
2018
Q1 		$371K Sell
3,398
-243
-7% -$27.6K 0.01% 314
2017
Q4 		$437K Buy
3,641
+232
+7% +$26.5K 0.01% 238
2017
Q3 		$380K Sell
3,409
-947
-22% -$109K 0.01% 258
2017
Q2 		$502K Sell
4,356
-1,318
-23% -$151K 0.01% 200
2017
Q1 		$637K Sell
5,674
-310
-5% -$33.3K 0.02% 183
2016
Q4 		$628K Buy
+5,984
New +$627K 0.02% 176

Other funds holding PEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Migdal Insurance & Financial Holdings's PEP Position: Q2 2025 in Review

Migdal Insurance & Financial Holdings sold out of PepsiCo (PEP) in Q2 2025, closing a stake of 385 shares — an estimated $58K sold.

Migdal Insurance & Financial Holdings first reported a position in PEP in Q4 2016 and held it in 25 quarters. The position peaked at $637K in Q1 2017. 3,320 funds tracked by Wall St. Rank hold PEP as of Q2 2025.

  • Migdal Insurance & Financial Holdings reported no remaining PepsiCo position as of Q2 2025 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 385 PepsiCo shares in Q2 2025, an estimated $58K.
  • Migdal Insurance & Financial Holdings first reported a position in PepsiCo in Q4 2016 and held it in 25 quarters.
  • Migdal Insurance & Financial Holdings's PepsiCo position peaked at $637K in Q1 2017.
  • 3,320 funds tracked by Wall St. Rank held PepsiCo as of Q2 2025.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2025, filed 4 Aug 2025.