Root Financial Partners’s PepsiCo PEP Stock Holding History

Root Financial Partners’s Portfolio PEP Stock Details PEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$425K	Sell
2025 Q2	$512K	Buy
2025 Q1	$565K	Buy
2024 Q4	$451K	Buy