IWP
PEP icon

Invenio Wealth Partners’s PepsiCo PEP Stock Holding History

Invenio Wealth Partners’s Portfolio PEP Stock Details PEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$340K Sell
2,189
-651
-23% -$101K 0.14% 67
2025
Q4 		$408K Sell
2,840
-489
-15% -$71.8K 0.15% 66
2025
Q3 		$468K Buy
3,329
+197
+6% +$28.1K 0.17% 63
2025
Q2 		$414K Buy
3,132
+1,267
+68% +$171K 0.16% 64
2025
Q1 		$280K Buy
1,865
+33
+2% +$4.91K 0.12% 73
2024
Q4 		$279K Buy
1,832
+62
+4% +$10.2K 0.12% 81
2024
Q3 		$301K Buy
1,770
+55
+3% +$9.45K 0.13% 76
2024
Q2 		$283K Buy
1,715
+39
+2% +$6.73K 0.14% 76
2024
Q1 		$293K Buy
1,676
+482
+40% +$81.1K 0.16% 71
2023
Q4 		$203K Buy
+1,194
New +$198K 0.15% 96

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