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Chancellor Financial Group WB’s PepsiCo PEP Stock Holding History

Chancellor Financial Group WB’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 		$1.47M Buy
11,122
+205
+2% +$27.1K 1.13% 16
2025
Q1 		$1.64M Buy
10,917
+650
+6% +$97.5K 1.35% 15
2024
Q4 		$1.56M Buy
+10,267
New +$1.56M 1.26% 15