Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s PepsiCo PEP Stock Holding History

Legacy Financial Group (Iowa)’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
2025
Q2 		– Sell
2025
Q1 		$227K Buy
2024
Q4 		$219K Buy
2024
Q3 		– Sell
2024
Q2 		$234K Hold
2024
Q1 		$248K Buy
2023
Q4 		– Sell
2023
Q3 		$240K Buy