Number of Shares
1,474.00
Current Holdings Value*
$221,010.00
% of Portfolio
0.1%
Total Estimate Gain
$-54,191.64
% of Total Estimate Gain
-7.61%

Jacobsen Capital Management's PepsiCo Inc Holding Summary

As of 2025-03-31, Jacobsen Capital Management held 1,474.00 shares of PepsiCo Inc(PEP), totaling $221,010.00. This investment constitutes 0.1% of their stock portfolio, and Jacobsen Capital Management now holds 0% of the outstanding PepsiCo Inc(PEP) stock.

The initial trade took place in 2023Q1. And since then Jacobsen Capital Management has made 6 purchases of PEP, at an average price of $166.73, for a total of 4,270.00 shares. In addition, there have been 3 sales at an average price of $164.59 for 2,796.00 shares. Based on historical transaction data and PEP's current price of $134.01, Jacobsen Capital Management's estimated gain on his PEP holdings is $-54,191.64, reflecting a -7.61% gain to date.

Jacobsen Capital Management PEP ($134.01) Holding Chart

Jacobsen Capital Management PEP ($134.01) 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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