Skip to Main Content
Legislation Search

S. 2462: Transparency, Readability, Understandability, Truth, and Helpfulness in Labeling Act

The "Transparency, Readability, Understandability, Truth, and Helpfulness in Labeling Act," also known as the TRUTH in Labeling Act, aims to enhance food labeling requirements regarding nutrition information. Here’s a summary of what the bill entails:

Purpose of the Bill

The bill seeks to inform consumers better about the nutritional content of food products, particularly regarding added sugars, sodium, and saturated fat. The intent is to provide clearer information to support healthier food choices, especially among populations with lower nutrition literacy.

Key Findings

  • Many Americans consume excessive amounts of added sugars, sodium, and saturated fat, which can lead to health issues like hypertension, diabetes, and heart disease.
  • Studies indicate that clear labeling, especially on the front of packages, can lead to healthier purchasing choices.
  • People with lower education and income levels tend to use nutrition labels less frequently, suggesting simpler labels could help these consumers.
  • Effective front-of-package labels might drive food manufacturers to reformulate products to make them healthier.
  • There is a concern regarding non-nutritive sweeteners and their recommendation against consumption by children.

Labeling Requirements

The bill mandates specific labeling changes that must be implemented within 180 days after the bill's enactment. The requirements include:

  • Highlighting Unhealthy Ingredients: Food meant for human consumption must display labels indicating high amounts of added sugars, sodium, and saturated fat prominently on the front of the package. Each nutrient will have its label, which will include the phrase “High in” alongside a clear exclamation point icon.
  • Non-Nutritive Sweeteners Statement: If applicable, labels must also disclose if non-nutritive sweeteners are present and indicate that these sweeteners are not recommended for children, placed near the high content labels.
  • Children's Food Labelling: The requirements for labeling also specifically extend to foods labeled for infants and children aged 1 to 3 years old, with some exceptions for infant formula.

Daily Reference Values

The bill requires the Secretary of Health and Human Services to establish Daily Reference Values for added sugars, sodium, and saturated fat, specifically for infants through 12 months and update them for children aged 1 to 3, based on the latest Dietary Guidelines.

If there are any delays in determining these values, the Secretary is still required to finalize the new labeling rules promptly without waiting for the reference values to be established.

Limitations

The bill allows for the Secretary to revise existing nutrient content claims for sodium in response to updated nutrition science, which could involve changing limits on what is considered “low sodium” in food products.

Implementation Timeline

All changes mandated by this bill are to be finalized within 180 days from its enactment, ensuring a swift transition to the new labeling requirements.

Relevant Companies

  • KO (Coca-Cola Company): As a major manufacturer of beverages high in sugar, Coca-Cola will likely need to adjust its product labeling to comply with the new requirements.
  • PEP (PepsiCo, Inc.): Similar to Coca-Cola, PepsiCo offers many food and drink products with significant sugar and sodium content, which will necessitate changes in labeling practices.
  • MCD (McDonald's Corporation): McDonald's will need to adapt its packaging for numerous food items to meet the labeling requirements concerning high sodium and fat levels.

This is an AI-generated summary of the bill text. There may be mistakes.

Show More

Sponsors

1 sponsor

Actions

2 actions

Date Action
Jul. 24, 2025 Introduced in Senate
Jul. 24, 2025 Read twice and referred to the Committee on Health, Education, Labor, and Pensions.

Corporate Lobbying

0 companies lobbying

None found.

* Note that there can be significant delays in lobbying disclosures, and our data may be incomplete.

Potentially Relevant Congressional Stock Trades

Estimated excess return of the underlying stock since the transaction
Politician Stock Transaction Filed Traded
Congress pfp
Marjorie Taylor Greene R / House
PEP logo
PEP PEPSICO, INC.
Purchase $1,001 - $15,000
Aug 29, 2025 Aug 28, 2025 -2.88%
Congress pfp
Cleo Fields D / House
MCD logo
MCD MCDONALD'S CORPORATION COMMON STOCK
Purchase $15,001 - $50,000
Aug 06, 2025 Jul 29, 2025 +0.85%
Congress pfp
Marjorie Taylor Greene R / House
PEP logo
PEP PEPSICO, INC.
Purchase $1,001 - $15,000
Jul 22, 2025 Jul 15, 2025 +2.38%
Congress pfp
Ritchie Torres D / House
PEP logo
PEP PEPSICO, INC.
Sale $1,001 - $15,000
Aug 20, 2025 Jul 11, 2025 +1.48%
Congress pfp
Ritchie Torres D / House
KO logo
KO C�������: THIS INVESTMENT IS HELD WITHIN A PUBLICLY AVAILABLE, WIDELY HELD INDEPENDENTLY MANAGED PORTFOLIO OVER WHICH I HAVE NO AUTHORITY TO EXERCISE CONTROL OVER OR INFLUENCE THE FINANCIAL INTERESTS HELD BY THE PORTFOLIO. THE ASSETS OF THE PORTFOLIO ARE WIDELY DIVERSIFIED, AND ALL INVESTMENT DECISIONS ARE MADE SOLELY BY THE INDEPENDENT MANAGER, WITHOUT MY INPUT OR DIRECTION. COCA-COLA COMPANY
Sale $1,001 - $15,000
Aug 20, 2025 Jul 11, 2025 -7.19%
Congress pfp
Lisa C. McClain R / House
KO logo
KO COCA-COLA COMPANY
Sale $1,001 - $15,000
Aug 13, 2025 Jul 10, 2025 -6.68%
Congress pfp
Ro Khanna D / House
MCD logo
MCD MC DONALDS CORP CMN
Sale $15,001 - $50,000
Aug 07, 2025 Jul 02, 2025 +1.22%
Congress pfp
Ro Khanna D / House
PEP logo
PEP PEPSICO, INC. CMN
Purchase $15,001 - $50,000
Aug 07, 2025 Jul 01, 2025 +0.48%
Congress pfp
Lloyd Doggett D / House
KO logo
KO COCA-COLA COMPANY
Purchase $1,001 - $15,000
Aug 04, 2025 Jul 01, 2025 -10.63%
Congress pfp
Cleo Fields D / House
MCD logo
MCD MCDONALD'S CORPORATION COMMON STOCK
Purchase $15,001 - $50,000
Jul 01, 2025 Jun 25, 2025 +2.61%
Congress pfp
Lisa C. McClain R / House
MCD logo
MCD MCDONALD'S CORPORATION COMMON STOCK
Purchase $1,001 - $15,000
Aug 13, 2025 Jun 24, 2025 +0.34%
Congress pfp
Lisa C. McClain R / House
PEP logo
PEP PEPSICO, INC.
Purchase $1,001 - $15,000
Aug 13, 2025 Jun 24, 2025 +2.31%
Congress pfp
Lisa C. McClain R / House
KO logo
KO COCA-COLA COMPANY
Purchase $1,001 - $15,000
Aug 13, 2025 Jun 24, 2025 -10.23%
Congress pfp
Ro Khanna D / House
PEP logo
PEP PEPSICO, INC. CMN
Purchase $15,001 - $50,000
Jul 09, 2025 Jun 23, 2025 +2.79%
Congress pfp
Ro Khanna D / House
PEP logo
PEP PEPSICO INC
Purchase $1,001 - $15,000
Jul 09, 2025 Jun 20, 2025 +1.70%
Congress pfp
Josh Gottheimer D / House
MCD logo
MCD MCDONALD'S CORPORATION COMMON STOCK
Sale $1,001 - $15,000
Jul 16, 2025 Jun 20, 2025 -0.45%
Congress pfp
Ro Khanna D / House
PEP logo
PEP PEPSICO INC
Purchase $1,001 - $15,000
Jul 09, 2025 Jun 20, 2025 +1.70%
Congress pfp
Scott Franklin R / House
MCD logo
MCD MCDONALD'S CORPORATION COMMON STOCK
Sale $15,001 - $50,000
Jul 14, 2025 Jun 16, 2025 -2.44%
Congress pfp
Scott Franklin R / House
PEP logo
PEP PEPSICO, INC.
Sale $1,001 - $15,000
Jul 14, 2025 Jun 16, 2025 +0.98%
Congress pfp
Robert Bresnahan R / House
MCD logo
MCD MCDONALD'S CORPORATION COMMON STOCK
Sale $15,001 - $50,000
Jun 23, 2025 Jun 02, 2025 -9.78%
Congress pfp
Ro Khanna D / House
MCD logo
MCD MC DONALDS CORP CMN
Sale $1,001 - $15,000
Jun 10, 2025 May 28, 2025 -10.78%
Congress pfp
Ro Khanna D / House
PEP logo
PEP PEPSICO, INC. CMN
Sale $15,001 - $50,000
Jun 10, 2025 May 28, 2025 -1.17%
Congress pfp
Ro Khanna D / House
PEP logo
PEP PEPSICO, INC. CMN
Sale $15,001 - $50,000
Jun 10, 2025 May 19, 2025 -0.77%
Congress pfp
Robert Bresnahan R / House
PEP logo
PEP PEPSICO, INC.
Sale $15,001 - $50,000
May 31, 2025 May 15, 2025 -1.35%
Congress pfp
Robert Bresnahan R / House
KO logo
KO COCA-COLA COMPANY
Sale $1,001 - $15,000
Jun 09, 2025 May 15, 2025 -15.41%
Congress pfp
Jefferson Shreve R / House
KO logo
KO COCA-COLA COMPANY
Sale $100,001 - $250,000
Jun 22, 2025 May 12, 2025 -13.98%
Congress pfp
Jefferson Shreve R / House
MCD logo
MCD MCDONALD'S CORPORATION COMMON STOCK
Sale $15,001 - $50,000
Jun 22, 2025 May 12, 2025 -11.38%
Congress pfp
Jefferson Shreve R / House
PEP logo
PEP PEPSICO, INC.
Sale $15,001 - $50,000
Jun 22, 2025 May 12, 2025 -2.90%
Congress pfp
Ro Khanna D / House
MCD logo
MCD MC DONALDS CORP CMN
Purchase $1,001 - $15,000
May 12, 2025 Apr 23, 2025 -23.39%
Congress pfp
Bruce Westerman R / House
PEP logo
PEP PEPSICO, INC.
Sale $1,001 - $15,000
May 12, 2025 Apr 21, 2025 -25.62%
Congress pfp
Jefferson Shreve R / House
MCD logo
MCD MCDONALD'S CORPORATION COMMON STOCK
Purchase $15,001 - $50,000
May 08, 2025 Apr 11, 2025 -21.05%
Congress pfp
Dan Newhouse R / House
PEP logo
PEP PEPSICO, INC.
Sale $1,001 - $15,000
May 16, 2025 Apr 11, 2025 -22.81%
Congress pfp
Josh Gottheimer D / House
KO logo
KO COCA-COLA COMPANY
Sale $1,001 - $15,000
May 14, 2025 Apr 09, 2025 -22.79%
Congress pfp
Ro Khanna D / House
PEP logo
PEP ■PEPSICO, INC. CMN
Purchase $15,001 - $50,000
May 12, 2025 Apr 09, 2025 -21.52%
Congress pfp
Robert Bresnahan R / House
PEP logo
PEP PEPSICO, INC.
Purchase $15,001 - $50,000
May 08, 2025 Apr 08, 2025 -28.92%
Congress pfp
Jefferson Shreve R / House
PEP logo
PEP PEPSICO, INC.
Purchase $15,001 - $50,000
May 08, 2025 Apr 07, 2025 -29.05%
Congress pfp
Jared Moskowitz D / House
PEP logo
PEP PEPSICO, INC.
Purchase $1,001 - $15,000
May 09, 2025 Apr 07, 2025 -29.05%
Congress pfp
Ro Khanna D / House
MCD logo
MCD MCDONALD S CORP
Sale $1,001 - $15,000
May 12, 2025 Apr 04, 2025 -24.31%
Congress pfp
Ro Khanna D / House
PEP logo
PEP PEPSICO INC
Sale $1,001 - $15,000
May 12, 2025 Apr 04, 2025 -30.84%
Congress pfp
Ro Khanna D / House
PEP logo
PEP -PEPSICO INC
Sale $1,001 - $15,000
May 12, 2025 Apr 04, 2025 -30.84%
Congress pfp
Ro Khanna D / House
MCD logo
MCD MCDONALDS CORP
Sale $1,001 - $15,000
May 12, 2025 Apr 04, 2025 -24.31%
Congress pfp
Ro Khanna D / House
MCD logo
MCD MCDONALD S CORP
Sale $1,001 - $15,000
May 12, 2025 Apr 04, 2025 -24.31%
Congress pfp
Ro Khanna D / House
PEP logo
PEP PEPSICO INC
Sale $1,001 - $15,000
May 12, 2025 Apr 04, 2025 -30.84%
Congress pfp
Julie Johnson D / House
PEP logo
PEP PEPSICO, INC. - COMMON STOCK
Sale $1,001 - $15,000
May 14, 2025 Apr 01, 2025 -20.32%
Congress pfp
Julie Johnson D / House
PEP logo
PEP PEPSICO, INC. - COMMON STOCK
Sale $1,001 - $15,000
May 14, 2025 Apr 01, 2025 -20.32%
Congress pfp
Lloyd Doggett D / House
KO logo
KO COCA-COLA COMPANY
Purchase $1,001 - $15,000
May 05, 2025 Apr 01, 2025 -21.51%
Congress pfp
George Whitesides D / House
KO logo
KO STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. C�������: TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. COCA-COLA COMPANY
Sale $100,001 - $250,000
Apr 23, 2025 Mar 24, 2025 -14.53%
Congress pfp
George Whitesides D / House
MCD logo
MCD STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. C�������: TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. MCDONALD'S CORPORATION COMMON STOCK
Sale $100,001 - $250,000
Apr 23, 2025 Mar 24, 2025 -10.71%
Congress pfp
Carol D. Miller R / House
PEP logo
PEP PEPSICO, INC. - COMMON STOCK
Purchase $1,001 - $15,000
Apr 11, 2025 Mar 10, 2025 -24.41%
Congress pfp
Jefferson Shreve R / House
MCD logo
MCD MCDONALD'S CORPORATION COMMON STOCK
Purchase $15,001 - $50,000
Apr 11, 2025 Mar 05, 2025 -9.83%
Congress pfp
Bruce Westerman R / House
PEP logo
PEP PEPSICO, INC.
Purchase $1,001 - $15,000
Apr 16, 2025 Mar 03, 2025 -19.63%
Congress pfp
Ro Khanna D / House
PEP logo
PEP -PEPSICO, INC. CMN
Sale $1,001 - $15,000
Mar 06, 2025 Feb 25, 2025 -17.95%
Congress pfp
Robert Bresnahan R / House
PEP logo
PEP PEPSICO, INC.
Sale $15,001 - $50,000
Mar 27, 2025 Feb 25, 2025 -17.95%
Congress pfp
Ro Khanna D / House
PEP logo
PEP PEPSICO, INC. CMN
Sale $15,001 - $50,000
Mar 06, 2025 Feb 19, 2025 -7.94%
Congress pfp
Tina Smith D / Senate
PEP logo
PEP PepsiCo, Inc. - Common Stock
Sale (Full) $100,001 - $250,000
Mar 19, 2025 Feb 11, 2025 -9.16%
Congress pfp
William R. Keating D / House
PEP logo
PEP PEPSICO, INC.
Purchase $1,001 - $15,000
Feb 25, 2025 Feb 05, 2025 -9.38%
Congress pfp
Julie Johnson D / House
PEP logo
PEP PEPSICO, INC.
Sale $1,001 - $15,000
Feb 12, 2025 Jan 28, 2025 -12.33%
Congress pfp
Ro Khanna D / House
MCD logo
MCD MC DONALDS CORP CMN
Purchase $1,001 - $15,000
Feb 06, 2025 Jan 22, 2025 +3.84%
Congress pfp
Ro Khanna D / House
KO logo
KO COCA-COLA COMPANY (THE) CMN
Purchase $1,001 - $15,000
Feb 06, 2025 Jan 22, 2025 +2.61%
Congress pfp
Ro Khanna D / House
PEP logo
PEP PEPSICO, INC. CMN
Purchase $1,001 - $15,000
Feb 06, 2025 Jan 22, 2025 -10.60%
Congress pfp
Robert Bresnahan R / House
KO logo
KO COCA-COLA COMPANY
Sale $1,001 - $15,000
Feb 13, 2025 Jan 21, 2025 +0.87%
Congress pfp
Josh Gottheimer D / House
KO logo
KO COCA-COLA COMPANY
Purchase $1,001 - $15,000
Feb 10, 2025 Jan 21, 2025 +0.87%
Congress pfp
Josh Gottheimer D / House
KO logo
KO COCA-COLA COMPANY
Purchase $1,001 - $15,000
Feb 10, 2025 Jan 16, 2025 -0.86%
Congress pfp
Julie Johnson D / House
PEP logo
PEP PEPSICO, INC.
Purchase $1,001 - $15,000
Feb 12, 2025 Jan 15, 2025 -10.87%
Congress pfp
Marco Rubio R / Senate
KO logo
KO Coca-Cola Company
Sale (Full) $1,001 - $15,000
Feb 06, 2025 Jan 07, 2025 +1.10%
Congress pfp
Emily Randall D / House
PEP logo
PEP PEPSICO, INC.
Sale $1,001 - $15,000
Feb 11, 2025 Jan 06, 2025 -11.37%
Congress pfp
Lloyd Doggett D / House
KO logo
KO COCA-COLA COMPANY
Purchase $1,001 - $15,000
Jan 08, 2025 Dec 16, 2024 +1.29%
Congress pfp
Josh Gottheimer D / House
KO logo
KO COCA-COLA COMPANY
Sale $1,001 - $15,000
Jan 14, 2025 Dec 16, 2024 +1.29%
Congress pfp
Markwayne Mullin R / Senate
PEP logo
PEP PepsiCo, Inc. - Common Stock
Sale (Full) $15,001 - $50,000
Dec 31, 2024 Dec 11, 2024 -15.78%
Congress pfp
Ro Khanna D / House
PEP logo
PEP -PEPSICO, INC. CMN
Sale $15,001 - $50,000
Dec 05, 2024 Nov 15, 2024 -20.82%
Congress pfp
Ro Khanna D / House
KO logo
KO COCA-COLA COMPANY (THE) CMN
Sale $15,001 - $50,000
Dec 05, 2024 Nov 12, 2024 -1.59%
Congress pfp
Jared Moskowitz D / House
PEP logo
PEP PEPSICO, INC.
Purchase $1,001 - $15,000
Dec 09, 2024 Nov 08, 2024 -22.06%
Congress pfp
Jared Moskowitz D / House
MCD logo
MCD MCDONALD'S CORPORATION COMMON STOCK
Purchase $1,001 - $15,000
Dec 09, 2024 Nov 08, 2024 -4.20%
Congress pfp
Jared Moskowitz D / House
PEP logo
PEP PEPSICO, INC.
Purchase $1,001 - $15,000
Dec 09, 2024 Nov 08, 2024 -22.06%
Congress pfp
Kevin Hern R / House
MCD logo
MCD MCDONALD'S CORPORATION COMMON STOCK
Purchase $100,001 - $250,000
Nov 15, 2024 Oct 29, 2024 -5.88%
Congress pfp
Tommy Tuberville R / Senate
MCD logo
MCD McDonald's Corporation Common Stock
Sale (Full) $15,001 - $50,000
Nov 15, 2024 Oct 29, 2024 -5.88%
Congress pfp
Ro Khanna D / House
PEP logo
PEP PEPSICO, INC. CMN
Purchase $1,001 - $15,000
Nov 08, 2024 Oct 14, 2024 -30.07%
Congress pfp
Ro Khanna D / House
PEP logo
PEP PEPSICO, INC. CMN
Purchase $1,001 - $15,000
Nov 08, 2024 Oct 11, 2024 -30.39%
Congress pfp
Ro Khanna D / House
PEP logo
PEP PEPSICO, INC. CMN
Sale $1,001 - $15,000
Nov 08, 2024 Oct 09, 2024 -29.79%
Congress pfp
Ro Khanna D / House
PEP logo
PEP PEPSICO, INC. CMN
Sale $1,001 - $15,000
Nov 08, 2024 Oct 09, 2024 -29.79%
Congress pfp
Ro Khanna D / House
PEP logo
PEP PEPSICO, INC. CMN
Sale $1,001 - $15,000
Nov 08, 2024 Oct 08, 2024 -29.53%
Congress pfp
Sheldon Whitehouse D / Senate
KO logo
KO Coca-Cola Company
Purchase $1,001 - $15,000
Nov 07, 2024 Oct 08, 2024 -15.40%
Congress pfp
Ro Khanna D / House
PEP logo
PEP PEPSICO, INC. CMN
Sale $1,001 - $15,000
Nov 08, 2024 Oct 08, 2024 -29.53%
Congress pfp
Lloyd Doggett D / House
KO logo
KO COCA-COLA COMPANY
Purchase $1,001 - $15,000
Nov 05, 2024 Oct 01, 2024 -19.76%
Congress pfp
Ritchie Torres D / House
KO logo
KO C�������: THIS INVESTMENT IS HELD WITHIN A PUBLICLY AVAILABLE, WIDELY HELD INDEPENDENTLY MANAGED PORTFOLIO OVER WHICH I HAVE NO AUTHORITY TO EXERCISE CONTROL OVER OR INFLUENCE THE FINANCIAL INTERESTS HELD BY THE PORTFOLIO. THE ASSETS OF THE PORTFOLIO ARE WIDELY DIVERSIFIED, AND ALL INVESTMENT DECISIONS ARE MADE SOLELY BY THE INDEPENDENT MANAGER, WITHOUT MY INPUT OR DIRECTION. COCA-COLA COMPANY
Purchase $1,001 - $15,000
Aug 20, 2025 Sep 26, 2024 -18.27%
Congress pfp
Josh Gottheimer D / House
MCD logo
MCD MCDONALD'S CORPORATION COMMON STOCK
Purchase $1,001 - $15,000
Oct 03, 2024 Sep 10, 2024 -11.27%
Congress pfp
John James R / House
MCD logo
MCD MCDONALD'S CORPORATION COMMON STOCK
Sale $1,001 - $15,000
Sep 06, 2024 Sep 04, 2024 -9.60%
Congress pfp
John James R / House
KO logo
KO COCA-COLA COMPANY
Sale $1,001 - $15,000
Sep 06, 2024 Sep 04, 2024 -24.58%
Congress pfp
John James R / House
PEP logo
PEP PEPSICO, INC.
Sale $1,001 - $15,000
Sep 06, 2024 Sep 04, 2024 -37.94%
Congress pfp
Ro Khanna D / House
PEP logo
PEP PEPSICO, INC. CMN
Purchase $1,001 - $15,000
Sep 06, 2024 Aug 27, 2024 -34.23%
Congress pfp
Scott Franklin R / House
PEP logo
PEP C�������: OUR BROKER PURCHASED SHARES OF 29 STOCKS IN MY SPOUSE'S ROTH IRA ON 8/7/24 IN ORDER TO REBALANCE THE PORTFOLIO IN ACCORDANCE WITH THE FIRM'S INVESTMENT STRATEGY FOR ACCOUNTS THAT SIZE. HE FAILED TO NOTIFY ME OF THESE TRANSACTIONS AND IT WASN'T DISCOVERED UNTIL I WAS ATTEMPTING TO RECONCILE OUR INVESTMENT HOLDINGS FOR MY 2024 FINANCIAL DISCLOSURE. SP PEPSICO, INC.
Purchase $1,001 - $15,000
Jul 03, 2025 Aug 07, 2024 -42.16%
Congress pfp
Scott Franklin R / House
MCD logo
MCD MCDONALD'S CORPORATION COMMON STOCK
Purchase $1,001 - $15,000
Aug 20, 2024 Aug 07, 2024 -9.44%
Congress pfp
Scott Franklin R / House
MCD logo
MCD C�������: OUR BROKER PURCHASED SHARES OF 29 STOCKS IN MY SPOUSE'S ROTH IRA ON 8/7/24 IN ORDER TO REBALANCE THE PORTFOLIO IN ACCORDANCE WITH THE FIRM'S INVESTMENT STRATEGY FOR ACCOUNTS THAT SIZE. HE FAILED TO NOTIFY ME OF THESE TRANSACTIONS AND IT WASN'T DISCOVERED UNTIL I WAS ATTEMPTING TO RECONCILE OUR INVESTMENT HOLDINGS FOR MY 2024 FINANCIAL DISCLOSURE. SP MCDONALD'S CORPORATION COMMON STOCK
Purchase $1,001 - $15,000
Jul 03, 2025 Aug 07, 2024 -9.44%
Congress pfp
Ro Khanna D / House
MCD logo
MCD MC DONALDS CORP CMN
Purchase $1,001 - $15,000
Sep 06, 2024 Aug 05, 2024 -9.41%
Congress pfp
Josh Gottheimer D / House
KO logo
KO COCA-COLA COMPANY
Purchase $1,001 - $15,000
Sep 11, 2024 Aug 05, 2024 -26.18%
Congress pfp
Ro Khanna D / House
PEP logo
PEP PEPSICO, INC. CMN
Purchase $15,001 - $50,000
Sep 06, 2024 Aug 05, 2024 -43.61%
Congress pfp
Scott Franklin R / House
MCD logo
MCD MCDONALD'S CORPORATION COMMON STOCK
Purchase $1,001 - $15,000
Aug 20, 2024 Aug 02, 2024 -9.10%
Congress pfp
Josh Gottheimer D / House
KO logo
KO COCA-COLA COMPANY
Purchase $1,001 - $15,000
Sep 11, 2024 Aug 02, 2024 -24.17%
Congress pfp
Scott Franklin R / House
PEP logo
PEP PEPSICO, INC.
Purchase $1,001 - $15,000
Aug 20, 2024 Aug 02, 2024 -41.68%
Congress pfp
Ro Khanna D / House
MCD logo
MCD MC DONALDS CORP CMN
Purchase $1,001 - $15,000
Sep 06, 2024 Aug 02, 2024 -9.10%
Congress pfp
Ro Khanna D / House
PEP logo
PEP PEPSICO, INC. CMN
Purchase $15,001 - $50,000
Sep 06, 2024 Aug 02, 2024 -41.68%
Congress pfp
Ro Khanna D / House
MCD logo
MCD [MC DONALDS CORP CMN
Purchase $15,001 - $50,000
Sep 06, 2024 Aug 02, 2024 -9.10%
Congress pfp
Shelley Moore Capito R / Senate
PEP logo
PEP Pepsico Inc
Sale (Partial) $1,001 - $15,000
Aug 11, 2024 Jul 25, 2024 -37.18%
Congress pfp
Josh Gottheimer D / House
MCD logo
MCD MCDONALD'S CORPORATION COMMON STOCK
Purchase $1,001 - $15,000
Aug 15, 2024 Jul 09, 2024 +10.09%
Congress pfp
Sheldon Whitehouse D / Senate
MCD logo
MCD McDonald's Corp
Sale (Full) $1,001 - $15,000
Aug 21, 2024 Jul 03, 2024 +7.02%
Congress pfp
Ro Khanna D / House
PEP logo
PEP PEPSICO, INC. CMN
Purchase $1,001 - $15,000
Aug 07, 2024 Jul 02, 2024 -31.04%
Congress pfp
Ro Khanna D / House
MCD logo
MCD MC DONALDS CORP CMN
Purchase $1,001 - $15,000
Aug 07, 2024 Jul 02, 2024 +7.61%
Congress pfp
Ro Khanna D / House
PEP logo
PEP PEPSICO, INC. CMN
Sale $15,001 - $50,000
Aug 07, 2024 Jul 02, 2024 -31.04%
Congress pfp
Lloyd Doggett D / House
KO logo
KO COCA-COLA COMPANY
Purchase $1,001 - $15,000
Aug 05, 2024 Jul 01, 2024 -12.05%
Congress pfp
Ro Khanna D / House
MCD logo
MCD MC DONALDS CORP CMN
Sale $1,001 - $15,000
Jun 05, 2024 May 29, 2024 +1.70%
Congress pfp
Ro Khanna D / House
KO logo
KO COCA-COLA COMPANY (THE) CMN
Purchase $1,001 - $15,000
Jun 05, 2024 May 29, 2024 -13.64%
Congress pfp
Ro Khanna D / House
MCD logo
MCD MC DONALDS CORP CMN
Purchase $1,001 - $15,000
Jun 05, 2024 May 28, 2024 +0.51%
Congress pfp
Tommy Tuberville R / Senate
PEP logo
PEP PepsiCo, Inc. - Common Stock
Sale (Full) $1,001 - $15,000
Jun 14, 2024 May 03, 2024 -45.99%
Congress pfp
Ro Khanna D / House
MCD logo
MCD MC DONALDS CORP CMN
Sale $1,001 - $15,000
May 06, 2024 Apr 26, 2024 -13.54%
Congress pfp
Dan Newhouse R / House
PEP logo
PEP PEPSICO, INC. - COMMON STOCK
Purchase $1,001 - $15,000
Apr 25, 2024 Apr 10, 2024 -41.81%
Congress pfp
Ro Khanna D / House
MCD logo
MCD MC DONALDS CORP CMN
Purchase $1,001 - $15,000
May 06, 2024 Apr 05, 2024 -8.31%
Congress pfp
Lloyd Doggett D / House
KO logo
KO COCA-COLA COMPANY
Purchase $1,001 - $15,000
May 06, 2024 Apr 01, 2024 -12.72%
Congress pfp
Ro Khanna D / House
PEP logo
PEP PEPSICO, INC. CMN
Purchase $1,001 - $15,000
Apr 05, 2024 Mar 25, 2024 -42.20%
Congress pfp
Ro Khanna D / House
KO logo
KO COCA-COLA COMPANY (THE) CMN
Purchase $1,001 - $15,000
Apr 05, 2024 Mar 25, 2024 -12.76%
Congress pfp
Ro Khanna D / House
PEP logo
PEP PEPSICO, INC. CMN
Purchase $1,001 - $15,000
Apr 05, 2024 Mar 20, 2024 -41.37%
Congress pfp
Ro Khanna D / House
MCD logo
MCD MC DONALDS CORP CMN
Sale $15,001 - $50,000
Apr 05, 2024 Mar 20, 2024 -14.77%
Congress pfp
Ro Khanna D / House
PEP logo
PEP PEPSICO, INC. CMN
Purchase $1,001 - $15,000
Apr 05, 2024 Mar 15, 2024 -40.31%
Congress pfp
Ro Khanna D / House
PEP logo
PEP PEPSICO, INC. CMN
Purchase $15,001 - $50,000
Mar 06, 2024 Feb 13, 2024 -46.98%
Congress pfp
Ro Khanna D / House
MCD logo
MCD MC DONALDS CORP CMN
Sale $1,001 - $15,000
Mar 06, 2024 Feb 13, 2024 -22.87%
Congress pfp
Ro Khanna D / House
PEP logo
PEP PEPSICO, INC. CMN
Purchase $15,001 - $50,000
Mar 06, 2024 Feb 13, 2024 -46.98%
Congress pfp
Ro Khanna D / House
KO logo
KO COCA-COLA COMPANY (THE) CMN
Sale $15,001 - $50,000
Mar 06, 2024 Feb 13, 2024 -17.38%
Congress pfp
Ro Khanna D / House
PEP logo
PEP PEPSICO, INC. CMN
Sale $15,001 - $50,000
Feb 05, 2024 Jan 10, 2024 -50.81%
Congress pfp
Ro Khanna D / House
PEP logo
PEP PEPSICO, INC. CMN
Sale $15,001 - $50,000
Feb 05, 2024 Jan 10, 2024 -50.81%
Congress pfp
Ro Khanna D / House
MCD logo
MCD MC DONALDS CORP CMN
Purchase $1,001 - $15,000
Feb 05, 2024 Jan 10, 2024 -30.27%
Congress pfp
Ro Khanna D / House
KO logo
KO COCA-COLA COMPANY (THE) CMN
Purchase $15,001 - $50,000
Feb 05, 2024 Jan 10, 2024 -23.81%
Congress pfp
Ro Khanna D / House
PEP logo
PEP PEPSICO, INC. CMN
Purchase $1,001 - $15,000
Feb 05, 2024 Jan 03, 2024 -56.06%
Congress pfp
Jared Moskowitz D / House
MCD logo
MCD MCDONALD'S CORPORATION COMMON STOCK
Purchase $1,001 - $15,000
Aug 21, 2024 Dec 28, 2023 -30.89%
Congress pfp
Shelley Moore Capito R / Senate
KO logo
KO Coca-Cola Company
Sale (Partial) $1,001 - $15,000
Jan 12, 2024 Dec 18, 2023 -22.31%
Congress pfp
Lloyd Doggett D / House
KO logo
KO COCA-COLA COMPANY
Purchase $1,001 - $15,000
Jan 08, 2024 Dec 15, 2023 -22.26%
Congress pfp
Sheldon Whitehouse D / Senate
KO logo
KO Coca-Cola Company
Purchase $1,001 - $15,000
Jan 18, 2024 Dec 07, 2023 -26.46%
Congress pfp
Ro Khanna D / House
MCD logo
MCD MC DONALDS CORP CMN
Purchase $1,001 - $15,000
Jan 04, 2024 Dec 05, 2023 -33.43%
Congress pfp
Ro Khanna D / House
KO logo
KO COCA-COLA COMPANY (THE) CMN
Purchase $1,001 - $15,000
Jan 04, 2024 Dec 05, 2023 -26.82%
Congress pfp
John R. Curtis R / House
KO logo
KO COCA-COLA COMPANY
Sale $1,001 - $15,000
Dec 15, 2023 Dec 04, 2023 -26.60%
Congress pfp
Ro Khanna D / House
PEP logo
PEP PEPSICO, INC. CMN
Purchase $50,001 - $100,000
Jan 04, 2024 Dec 04, 2023 -57.85%
Congress pfp
Ro Khanna D / House
MCD logo
MCD MC DONALDS CORP CMN
Purchase $15,001 - $50,000
Jan 04, 2024 Dec 04, 2023 -33.23%
Congress pfp
John R. Curtis R / House
PEP logo
PEP PEPSICO, INC.
Sale $1,001 - $15,000
Dec 15, 2023 Dec 04, 2023 -57.85%
Congress pfp
John James R / House
KO logo
KO COCA-COLA COMPANY
Purchase $1,001 - $15,000
Sep 02, 2024 Nov 10, 2023 -28.05%
Congress pfp
John James R / House
PEP logo
PEP PEPSICO, INC.
Purchase $1,001 - $15,000
Sep 02, 2024 Nov 10, 2023 -61.96%
Congress pfp
Ro Khanna D / House
KO logo
KO COCA-COLA COMPANY (THE) CMN
Purchase $15,001 - $50,000
Dec 06, 2023 Nov 03, 2023 -30.10%
Congress pfp
Ro Khanna D / House
PEP logo
PEP PEPSICO, INC. CMN
Sale $1,001 - $15,000
Dec 06, 2023 Nov 03, 2023 -63.90%
Congress pfp
Ro Khanna D / House
MCD logo
MCD MC DONALDS CORP CMN
Sale $15,001 - $50,000
Dec 06, 2023 Nov 03, 2023 -33.03%
Congress pfp
David J. Trone D / House
PEP logo
PEP PEPSICO, INC.
Sale $50,001 - $100,000
May 15, 2024 Nov 01, 2023 -67.16%
Congress pfp
Pete Sessions R / House
MCD logo
MCD MCDONALD'S CORPORATION
Sale $100,001
Nov 07, 2023 Oct 31, 2023 -36.44%
Congress pfp
Ro Khanna D / House
MCD logo
MCD MC DONALDS CORP CMN
Sale $50,001 - $100,000
Nov 08, 2023 Oct 31, 2023 -36.44%
Congress pfp
Greg Stanton D / House
PEP logo
PEP PEPSICO, INC.
Sale $1,001 - $15,000
Nov 09, 2023 Oct 24, 2023 -65.41%
Congress pfp
Greg Stanton D / House
KO logo
KO COCA-COLA COMPANY
Sale $1,001 - $15,000
Nov 09, 2023 Oct 24, 2023 -31.67%
Congress pfp
Greg Stanton D / House
MCD logo
MCD MCDONALD'S CORPORATION
Sale $1,001 - $15,000
Nov 09, 2023 Oct 24, 2023 -32.16%
Congress pfp
Ro Khanna D / House
PEP logo
PEP PEPSICO, INC. CMN
Purchase $1,001 - $15,000
Nov 08, 2023 Oct 20, 2023 -65.08%
Congress pfp
Tommy Tuberville R / Senate
KO logo
KO Coca-Cola Company (The) Common Stock
Sale (Full) $1,001 - $15,000
Nov 16, 2023 Oct 17, 2023 -23.77%
Congress pfp
Tommy Tuberville R / Senate
KO logo
KO Coca-Cola Company (The) Common Stock
Purchase $1,001 - $15,000
Nov 16, 2023 Oct 17, 2023 -23.77%
Congress pfp
Tommy Tuberville R / Senate
KO logo
KO Coca-Cola Company (The) Common Stock
Purchase $1,001 - $15,000
Nov 16, 2023 Oct 17, 2023 -23.77%
Congress pfp
Ro Khanna D / House
KO logo
KO COCA-COLA COMPANY (THE) CMN
Purchase $50,001 - $100,000
Nov 08, 2023 Oct 10, 2023 -24.18%
Congress pfp
Ro Khanna D / House
PEP logo
PEP PEPSICO, INC. CMN
Sale $50,001 - $100,000
Nov 08, 2023 Oct 10, 2023 -62.73%
Congress pfp
Katherine M. Clark D / House
KO logo
KO COCA-COLA COMPANY
Sale $15,001 - $50,000
Nov 06, 2023 Oct 09, 2023 -22.22%
Congress pfp
Markwayne Mullin R / Senate
PEP logo
PEP PepsiCo, Inc. - Common Stock
Purchase $1,001 - $15,000
Nov 01, 2023 Oct 03, 2023 -69.02%
Congress pfp
Markwayne Mullin R / Senate
KO logo
KO Coca-Cola Company (The) Common Stock
Purchase $1,001 - $15,000
Nov 01, 2023 Oct 03, 2023 -30.70%
Congress pfp
Lloyd Doggett D / House
KO logo
KO COCA-COLA COMPANY
Purchase $1,001 - $15,000
Nov 06, 2023 Oct 02, 2023 -29.96%
Congress pfp
Ro Khanna D / House
MCD logo
MCD #NAME?
Purchase $1,001 - $15,000
Nov 08, 2023 Oct 02, 2023 -31.03%
Congress pfp
Ro Khanna D / House
KO logo
KO COCA-COLA COMPANY (THE) CMN
Sale $15,001 - $50,000
Nov 08, 2023 Oct 02, 2023 -29.96%
Congress pfp
Ro Khanna D / House
PEP logo
PEP 'PEPSICO, INC. CMN
Purchase $1,001 - $15,000
Nov 08, 2023 Oct 02, 2023 -67.69%
Congress pfp
Ro Khanna D / House
KO logo
KO SP COCA-COLA CO
Purchase $1,001 - $15,000
Oct 06, 2023 Sep 29, 2023 -31.04%
Congress pfp
Ro Khanna D / House
KO logo
KO DC COCA-COLA CO
Purchase $1,001 - $15,000
Oct 06, 2023 Sep 29, 2023 -31.04%
Congress pfp
Ro Khanna D / House
KO logo
KO DC COCA-COLA CO
Purchase $1,001 - $15,000
Oct 06, 2023 Sep 29, 2023 -31.04%
Congress pfp
Greg Stanton D / House
KO logo
KO COCA-COLA COMPANY
Purchase $1,001 - $15,000
Nov 09, 2023 Sep 26, 2023 -32.20%
Congress pfp
Greg Stanton D / House
MCD logo
MCD MCDONALD'S CORPORATION
Purchase $1,001 - $15,000
Nov 09, 2023 Sep 26, 2023 -35.51%
Congress pfp
Greg Stanton D / House
PEP logo
PEP PEPSICO, INC.
Purchase $1,001 - $15,000
Nov 09, 2023 Sep 26, 2023 -69.30%
Congress pfp
Pete Ricketts R / Senate
MCD logo
MCD McDonald's Corp
Sale (Full) $100,001 - $250,000
Oct 20, 2023 Sep 21, 2023 -35.04%
Congress pfp
Pete Ricketts R / Senate
KO logo
KO Coca-Cola Company
Sale (Full) $100,001 - $250,000
Oct 20, 2023 Sep 21, 2023 -32.33%
Congress pfp
Markwayne Mullin R / Senate
PEP logo
PEP Pepsico Inc
Purchase $15,001 - $50,000
Oct 12, 2023 Sep 13, 2023 -66.08%
Congress pfp
Markwayne Mullin R / Senate
KO logo
KO Coca-Cola Company
Purchase $15,001 - $50,000
Oct 12, 2023 Sep 13, 2023 -29.60%