Number of Shares
2,204.00
Current Holdings Value*
$330,470.00
% of Portfolio
0.06%
Total Estimate Gain
$100,998.45
% of Total Estimate Gain
2.27%

Elk River Wealth Management, LLC's PepsiCo Inc Holding Summary

As of 2025-03-31, Elk River Wealth Management, LLC held 2,204.00 shares of PepsiCo Inc(PEP), totaling $330,470.00. This investment constitutes 0.06% of their stock portfolio, and Elk River Wealth Management, LLC now holds 0% of the outstanding PepsiCo Inc(PEP) stock.

The initial trade took place in 2020Q4. And since then Elk River Wealth Management, LLC has made 12 purchases of PEP, at an average price of $148.40, for a total of 29,953.00 shares. In addition, there have been 5 sales at an average price of $153.08 for 27,749.00 shares. Based on historical transaction data and PEP's current price of $135.38, Elk River Wealth Management, LLC's estimated gain on his PEP holdings is $100,998.45, reflecting a 2.27% gain to date.

Elk River Wealth Management, LLC PEP ($135.38) Holding Chart

Elk River Wealth Management, LLC PEP ($135.38) 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 %

Top Ranked Articles

  • 1