Copley Financial Group’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$369K Sell
2,792
-175
-6% -$23.1K 0.27% 76
2025
Q1
$445K Sell
2,967
-7
-0.2% -$1.05K 0.34% 69
2024
Q4
$452K Buy
2,974
+2,905
+4,210% +$442K 0.35% 66
2024
Q3
$11.7K Buy
+69
New +$11.7K 0.01% 132