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McCarter Private Wealth Services’s PepsiCo PEP Stock Holding History

McCarter Private Wealth Services’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 		$842K Sell
6,376
-1,020
-14% -$135K 0.48% 47
2025
Q1 		$1.11M Buy
7,396
+593
+9% +$88.9K 0.73% 37
2024
Q4 		$1.03M Sell
6,803
-151
-2% -$23K 0.66% 34
2024
Q3 		$1.18M Buy
+6,954
New +$1.18M 0.75% 35