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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$512K Buy
3,880
+113
+3% +$14.9K 0.05% 121
2025
Q1 		$565K Buy
3,767
+798
+27% +$120K 0.06% 103
2024
Q4 		$451K Buy
+2,969
New +$451K 0.06% 122