HDA
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Harold Davidson & Associates’s PepsiCo PEP Stock Holding History

Harold Davidson & Associates’s Portfolio PEP Stock Details PEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,405
Closed -$211K – 65
2025
Q1 		$211K Sell
1,405
-100
-7% -$15K 0.12% 58
2024
Q4 		$229K Buy
+1,505
New +$229K 0.11% 64