A detailed history of Phillips Wealth Planners LLC transactions in Pepsico Inc stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 4,383 shares of PEP stock, worth $718,812. This represents 0.73% of its overall portfolio holdings.

Number of Shares
4,383
Previous 3,004 45.91%
Holding current value
$718,812
Previous $491 Million 55.62%
% of portfolio
0.73%
Previous 0.52%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$161.9 - $179.3 $223,260 - $247,254
1,379 Added 45.91%
4,383 $765 Million
Q2 2024

Aug 02, 2024

SELL
$163.33 - $183.11 $8,983 - $10,071
-55 Reduced 1.8%
3,004 $491 Million
Q1 2024

Apr 29, 2024

SELL
$162.04 - $175.01 $11,018 - $11,900
-68 Reduced 2.17%
3,059 $512 Million
Q4 2023

Feb 12, 2024

SELL
$158.08 - $172.01 $4,110 - $4,472
-26 Reduced 0.82%
3,127 $523 Million
Q3 2023

Oct 30, 2023

BUY
$169.44 - $191.6 $10,335 - $11,687
61 Added 1.97%
3,153 $506 Million
Q2 2023

Jul 26, 2023

SELL
$180.11 - $196.12 $39,624 - $43,146
-220 Reduced 6.64%
3,092 $573 Million
Q1 2023

May 15, 2023

SELL
$169.12 - $182.3 $3,213 - $3,463
-19 Reduced 0.57%
3,312 $635 Million
Q4 2022

Feb 14, 2023

BUY
$161.61 - $185.9 $538,322 - $619,232
3,331 New
3,331 $592 Million

Others Institutions Holding PEP

About PEPSICO INC


  • Ticker PEP
  • Exchange NASDAQ
  • Sector Consumer Defensive
  • Industry Beverages—Non-Alcoholic
  • Shares Outstandng 1,377,709,952
  • Market Cap $226B
  • Description
  • PepsiCo, Inc. manufactures, markets, distributes, and sells various beverages and convenient foods worldwide. The company operates through seven segments: Frito-Lay North America; Quaker Foods North America; PepsiCo Beverages North America; Latin America; Europe; Africa, Middle East and South Asia; and Asia Pacific, Australia and New Zealand and...
More about PEP
Track This Portfolio

Track Phillips Wealth Planners LLC Portfolio

Follow Phillips Wealth Planners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Phillips Wealth Planners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Wealth Planners LLC with notifications on news.