Number of Shares
29,540.00
Current Holdings Value*
$4.43 Mil
% of Portfolio
3.39%
Total Estimate Gain
$1.42 Mil
% of Total Estimate Gain
32.90%

CHARTER RESEARCH & INVESTMENT GROUP, INC.'s PepsiCo Inc Holding Summary

As of 2025-03-31, CHARTER RESEARCH & INVESTMENT GROUP, INC. held 29,540.00 shares of PepsiCo Inc(PEP), totaling $4.43 Mil. This investment constitutes 3.39% of their stock portfolio, and CHARTER RESEARCH & INVESTMENT GROUP, INC. now holds 0% of the outstanding PepsiCo Inc(PEP) stock.

The initial trade took place in 2015Q1. And since then CHARTER RESEARCH & INVESTMENT GROUP, INC. has made 10 purchases of PEP, at an average price of $101.12, for a total of 42,556.00 shares. In addition, there have been 19 sales at an average price of $132.44 for 13,016.00 shares. Based on historical transaction data and PEP's current price of $135.24, CHARTER RESEARCH & INVESTMENT GROUP, INC.'s estimated gain on his PEP holdings is $1.42 Mil, reflecting a 32.90% gain to date.

CHARTER RESEARCH & INVESTMENT GROUP, INC. PEP ($135.24) Holding Chart

CHARTER RESEARCH & INVESTMENT GROUP, INC. PEP ($135.24) 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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