Congress Wealth Management’s PepsiCo PEP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.61M	Buy	42,458 +4,527	+12%	+$610K	0.05%	362
2025 Q1	$5.66M	Buy	37,931 +12,805	+51%	+$1.91M	0.07%	311
2024 Q4	$3.82M	Buy	25,126 +969	+4%	+$159K	0.05%	320
2024 Q3	$4.11M	Buy	24,157 +10,476	+77%	+$1.8M	0.05%	320
2024 Q2	$2.26M	Buy	13,681 +4,978	+57%	+$859K	0.04%	339
2024 Q1	$1.52M	Sell	8,703 -1,435	-14%	-$242K	0.03%	341
2023 Q4	$1.72M	Sell	10,138 -62,865	-86%	-$10.4M	0.03%	332
2023 Q3	$12.4M	Buy	73,003 +2,929	+4%	+$532K	0.26%	112
2023 Q2	$13M	Buy	70,074 +414	+0.6%	+$77.3K	0.3%	92
2023 Q1	$12.7M	Sell	69,660 -1,762	-2%	-$308K	0.31%	85
2022 Q4	$12.9M	Buy	71,422 +2,524	+4%	+$450K	0.33%	73
2022 Q3	$11.2M	Buy	68,898 +2,650	+4%	+$457K	0.3%	87
2022 Q2	$11M	Sell	66,248 -527	-0.8%	-$88.7K	0.28%	94
2022 Q1	$11.2M	Buy	66,775 +56,630	+558%	+$9.51M	0.24%	108
2021 Q4	$1.76M	Buy	+10,145	New	+$1.66M	0.04%	317