Cascade Financial Partners’s PepsiCo PEP Stock Holding History

Cascade Financial Partners’s Portfolio PEP Stock Details PEP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$20.7M	Sell
2025 Q2	$19.7M	Buy
2025 Q1	$22.4M	Buy
2024 Q4	$21.8M	Sell
2024 Q3	$25.1M	Sell
2024 Q2	$24.1M	Sell
2024 Q1	$25.2M	Buy