Number of Shares
1,151.00
Current Holdings Value*
$151,980.00
% of Portfolio
0.08%
Total Estimate Gain
$228,063.65
% of Total Estimate Gain
15.56%

Birch Capital Management, LLC's PepsiCo Inc Holding Summary

As of 2025-06-30, Birch Capital Management, LLC held 1,151.00 shares of PepsiCo Inc(PEP), totaling $151,980.00. This investment constitutes 0.08% 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 13 sales at an average price of $158.82 for 9,615.00 shares. Based on historical transaction data and PEP's current price of $144.51, Birch Capital Management, LLC's estimated gain on his PEP holdings is $228,063.65, reflecting a 15.56% gain to date.

Birch Capital Management, LLC PEP ($144.51) Holding Chart

Birch Capital Management, LLC PEP ($144.51) 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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