CWM
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Centricity Wealth Management’s PepsiCo PEP Stock Holding History

Centricity Wealth Management’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 		$167K Sell
1,268
-89
-7% -$11.8K 0.13% 83
2025
Q1 		$203K Sell
1,357
-20
-1% -$3K 0.18% 71
2024
Q4 		$209K Buy
+1,377
New +$209K 0.2% 70