Number of Shares
1,245.00
Current Holdings Value*
$186,680.00
% of Portfolio
0.1%
Total Estimate Gain
$230,405.25
% of Total Estimate Gain
15.72%

Birch Capital Management, LLC's PepsiCo Inc Holding Summary

As of 2025-03-31, Birch Capital Management, LLC held 1,245.00 shares of PepsiCo Inc(PEP), totaling $186,680.00. This investment constitutes 0.1% of their stock portfolio, and Birch Capital Management, LLC now holds 0% of the outstanding PepsiCo Inc(PEP) stock.

The initial trade took place in 2019Q4. And since then Birch Capital Management, LLC has made 1 purchases of PEP, at an average price of $136.11, for a total of 10,766.00 shares. In addition, there have been 12 sales at an average price of $159.06 for 9,521.00 shares. Based on historical transaction data and PEP's current price of $145.67, Birch Capital Management, LLC's estimated gain on his PEP holdings is $230,405.25, reflecting a 15.72% gain to date.

Birch Capital Management, LLC PEP ($145.67) Holding Chart

Birch Capital Management, LLC PEP ($145.67) 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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