Fiduciary Family Office’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
9,503
+1,748
| +23% | +$231K | 0.41% | 50 |
|
|
2025
Q1 | $1.16M | Buy |
+7,755
| New | +$1.16M | 0.39% | 50 |
|
|
2024
Q4 | – | Sell |
-6,843
| Closed | -$1.16M | – | 184 |
|
|
2024
Q3 | $1.16M | Buy |
6,843
+3,727
| +120% | +$634K | 0.38% | 52 |
|
|
2024
Q2 | $514K | Sell |
3,116
-1,105
| -26% | -$182K | 0.2% | 126 |
|
|
2024
Q1 | $739K | Sell |
4,221
-463
| -10% | -$81K | 0.29% | 96 |
|
|
2023
Q4 | $796K | Buy |
+4,684
| New | +$796K | 0.35% | 59 |
|