Cascades Capital Asset Management’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$315K Sell
2,383
-536
-18% -$70.8K 0.16% 84
2025
Q1
$438K Sell
2,919
-1,187
-29% -$178K 0.24% 66
2024
Q4
$624K Sell
4,106
-391
-9% -$59.5K 0.33% 52
2024
Q3
$765K Buy
+4,497
New +$765K 0.42% 44