CFO
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Colony Family Offices’s PepsiCo PEP Stock Holding History

Colony Family Offices’s Portfolio PEP Stock Details PEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,350
Closed -$793K – 78
2023
Q1 		$793K Hold
4,350
– – 0.3% 37
2022
Q4 		$791K Hold
4,350
– – 0.33% 36
2022
Q3 		$710K Hold
4,350
– – 0.31% 39
2022
Q2 		$725K Buy
+4,350
New +$725K 0.33% 37