MFGM
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Marshall Financial Group (Maryland)’s PepsiCo PEP Stock Holding History

Marshall Financial Group (Maryland)’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 		$378K Sell
2,810
-122
-4% -$16.4K 0.07% 196
2025
Q1 		$440K Sell
2,932
-196
-6% -$29.4K 0.1% 169
2024
Q4 		$476K Buy
3,128
+70
+2% +$10.6K 0.12% 152
2024
Q3 		$520K Buy
+3,058
New +$520K 0.12% 154