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Claris Financial’s PepsiCo PEP Stock Holding History

Claris Financial’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 		$430K Sell
3,259
-443
-12% -$58.5K 0.32% 78
2025
Q1 		$563K Hold
3,702
– – 0.37% 65
2024
Q4 		$563K Buy
+3,702
New +$563K 0.37% 65