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PEP icon

Westmount Partners’s PepsiCo PEP Stock Holding History

Westmount 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
2026
Q2 		$635K Hold
4,693
– – 0.14% 122
2026
Q1 		$729K Buy
4,693
+681
+17% +$106K 0.18% 104
2025
Q4 		$576K Buy
4,012
+15
+0.4% +$2.2K 0.14% 119
2025
Q3 		$572K Sell
3,997
-903
-18% -$129K 0.15% 120
2025
Q2 		$647K Sell
4,900
-78
-2% -$10.5K 0.18% 106
2025
Q1 		$746K Sell
4,978
-1,948
-28% -$290K 0.23% 91
2024
Q4 		$1.05M Sell
6,926
-157
-2% -$25.7K 0.32% 63
2024
Q3 		$1.2M Buy
7,083
+307
+5% +$52.7K 0.36% 57
2024
Q2 		$1.1M Buy
6,776
+158
+2% +$27.3K 0.36% 57
2024
Q1 		$1.16M Sell
6,618
-54
-0.8% -$9.09K 0.42% 51
2023
Q4 		$1.13M Sell
6,672
-120
-2% -$19.9K 0.46% 44
2023
Q3 		$1.15M Buy
6,792
+4
+0.1% +$726 0.51% 41
2023
Q2 		$1.26M Hold
6,788
– – 0.55% 39
2023
Q1 		$1.24M Buy
6,788
+1,681
+33% +$294K 0.57% 38
2022
Q4 		$923K Buy
+5,107
New +$911K 0.48% 43

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