Brady Family Wealth’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.8M Sell
36,374
-424
-1% -$56K 1.49% 23
2025
Q1
$5.52M Sell
36,798
-1,974
-5% -$296K 1.76% 18
2024
Q4
$5.9M Sell
38,772
-1,633
-4% -$248K 1.81% 17
2024
Q3
$6.87M Buy
40,405
+178
+0.4% +$30.3K 2.06% 11
2024
Q2
$6.63M Buy
40,227
+433
+1% +$71.4K 2.14% 10
2024
Q1
$6.96M Buy
39,794
+1,538
+4% +$269K 2.26% 10
2023
Q4
$6.5M Buy
38,256
+3,134
+9% +$532K 2.23% 10
2023
Q3
$5.95M Buy
35,122
+274
+0.8% +$46.4K 2.3% 10
2023
Q2
$6.45M Sell
34,848
-35
-0.1% -$6.48K 2.4% 9
2023
Q1
$6.36M Sell
34,883
-155
-0.4% -$28.3K 2.51% 7
2022
Q4
$6.33M Buy
+35,038
New +$6.33M 2.61% 7