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Avantra Family Wealth’s PepsiCo PEP Stock Holding History

Avantra Family Wealth’s Portfolio PEP Stock Details PEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$328K Buy
2,485
+1
+0% +$132 0.27% 100
2025
Q1 		$372K Buy
2,484
+2
+0.1% +$300 0.36% 98
2024
Q4 		$377K Buy
+2,482
New +$377K 0.35% 104