Optimist Retirement Group’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.04M Buy
15,474
+895
+6% +$118K 0.98% 36
2025
Q1
$2.19M Buy
+14,579
New +$2.19M 1.09% 29