BWP
PEP icon

Burling Wealth Partners’s PepsiCo PEP Stock Holding History

Burling Wealth Partners’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 		$1.64M Sell
12,432
-1,707
-12% -$225K 0.3% 71
2025
Q1 		$2.12M Sell
14,139
-6,387
-31% -$958K 0.45% 62
2024
Q4 		$3.12M Buy
+20,526
New +$3.12M 0.64% 43