KFG
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Kelly Financial Group’s PepsiCo PEP Stock Holding History

Kelly Financial Group’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
-2,132
Closed -$320K – 88
2025
Q1 		$320K Sell
2,132
-345
-14% -$51.7K 0.1% 61
2024
Q4 		$380K Buy
+2,477
New +$380K 0.14% 48