RWM
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Rialto Wealth Management’s PepsiCo PEP Stock Holding History

Rialto Wealth Management’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 		$318K Buy
2,410
+36
+2% +$4.75K 0.09% 120
2025
Q1 		$356K Sell
2,374
-411
-15% -$61.6K 0.11% 111
2024
Q4 		$423K Buy
+2,785
New +$423K 0.14% 99