SGL Investment Advisors’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,002
Closed -$263K 125
2025
Q1
$263K Buy
2,002
+397
+25% +$52.2K 0.14% 104
2024
Q4
$231K Buy
+1,605
New +$231K 0.12% 108