Gratus Wealth Advisors’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
$550K Sell
2025
Q1
$714K Sell
2024
Q4
$760K Sell
2024
Q3
$844K Sell
2024
Q2
$911K Sell
2024
Q1
$972K Sell
2023
Q4
$1.29M Buy