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Safe Harbor Fiduciary’s PepsiCo PEP Stock Holding History

Safe Harbor Fiduciary’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 		$248K Buy
1,878
+171
+10% +$22.6K 0.23% 73
2025
Q1 		$256K Hold
1,707
– – 0.26% 66
2024
Q4 		$260K Sell
1,707
-95
-5% -$14.4K 0.26% 65
2024
Q3 		$306K Buy
+1,802
New +$306K 0.29% 61