Number of Shares
211,037.00
Current Holdings Value*
$31.64 Mil
% of Portfolio
1.1%
Total Estimate Gain
$-7.49 Mil
% of Total Estimate Gain
-21.11%

JOURNEY STRATEGIC WEALTH LLC's PepsiCo Inc Holding Summary

As of 2025-03-31, JOURNEY STRATEGIC WEALTH LLC held 211,037.00 shares of PepsiCo Inc(PEP), totaling $31.64 Mil. This investment constitutes 1.1% of their stock portfolio, and JOURNEY STRATEGIC WEALTH LLC now holds 0.02% of the outstanding PepsiCo Inc(PEP) stock.

The initial trade took place in 2021Q4. And since then JOURNEY STRATEGIC WEALTH LLC has made 9 purchases of PEP, at an average price of $163.80, for a total of 216,717.00 shares. In addition, there have been 4 sales at an average price of $173.74 for 5,680.00 shares. Based on historical transaction data and PEP's current price of $128.02, JOURNEY STRATEGIC WEALTH LLC's estimated gain on his PEP holdings is $-7.49 Mil, reflecting a -21.11% gain to date.

JOURNEY STRATEGIC WEALTH LLC PEP ($128.02) Holding Chart

JOURNEY STRATEGIC WEALTH LLC PEP ($128.02) 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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