Number of Shares
9,386.00
Current Holdings Value*
$1.41 Mil
% of Portfolio
0.3%
Total Estimate Gain
$196,444.15
% of Total Estimate Gain
7.10%

McNamara Financial Services, Inc.'s PepsiCo Inc Holding Summary

As of 2025-03-31, McNamara Financial Services, Inc. held 9,386.00 shares of PepsiCo Inc(PEP), totaling $1.41 Mil. This investment constitutes 0.3% of their stock portfolio, and McNamara Financial Services, Inc. now holds 0% of the outstanding PepsiCo Inc(PEP) stock.

The initial trade took place in 2015Q1. And since then McNamara Financial Services, Inc. has made 13 purchases of PEP, at an average price of $144.03, for a total of 19,207.00 shares. In addition, there have been 4 sales at an average price of $162.11 for 9,821.00 shares. Based on historical transaction data and PEP's current price of $146.04, McNamara Financial Services, Inc.'s estimated gain on his PEP holdings is $196,444.15, reflecting a 7.10% gain to date.

McNamara Financial Services, Inc. PEP ($146.04) Holding Chart

McNamara Financial Services, Inc. PEP ($146.04) 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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