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InvesTrust’s PepsiCo PEP Stock Holding History

InvesTrust’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 		$2.6M Sell
19,728
-21,969
-53% -$2.9M 1.01% 35
2025
Q1 		$6.25M Buy
41,697
+441
+1% +$66.1K 1.71% 31
2024
Q4 		$6.27M Buy
+41,256
New +$6.27M 1.74% 26