LRIA
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Leonard Rickey Investment Advisors’s PepsiCo PEP Stock Holding History

Leonard Rickey Investment Advisors’s Portfolio PEP Stock Details PEP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$256K Buy
1,937
+125
+7% +$16.5K 0.05% 95
2025
Q1 		$266K Sell
1,812
-155
-8% -$22.7K 0.06% 86
2024
Q4 		$299K Buy
1,967
+139
+8% +$21.1K 0.07% 82
2024
Q3 		$311K Buy
+1,828
New +$311K 0.07% 83