Number of Shares
123,515.00
Current Holdings Value*
$20.16 Mil
% of Portfolio
3.15%
Total Estimate Gain
$5.89 Mil
% of Total Estimate Gain
38.16%

BTR CAPITAL MANAGEMENT INC's PepsiCo Inc Holding Summary

As of 2022-09-30, BTR CAPITAL MANAGEMENT INC held 123,515.00 shares of PepsiCo Inc(PEP), totaling $20.16 Mil. This investment constitutes 3.15% of their stock portfolio, and BTR CAPITAL MANAGEMENT INC now holds 0.01% of the outstanding PepsiCo Inc(PEP) stock.

The initial trade took place in 2013Q4. And since then BTR CAPITAL MANAGEMENT INC has made 12 purchases of PEP, at an average price of $95.27, for a total of 162,087.00 shares. In addition, there have been 16 sales at an average price of $118.98 for 38,572.00 shares. Based on historical transaction data and PEP's current price of $135.57, BTR CAPITAL MANAGEMENT INC's estimated gain on his PEP holdings is $5.89 Mil, reflecting a 38.16% gain to date.

BTR CAPITAL MANAGEMENT INC PEP ($135.57) Holding Chart

BTR CAPITAL MANAGEMENT INC PEP ($135.57) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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