A detailed history of Balboa Wealth Partners transactions in Pepsico Inc stock. As of the latest transaction made, Balboa Wealth Partners holds 2,539 shares of PEP stock, worth $424,546. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,539
Previous 2,179 16.52%
Holding current value
$424,546
Previous $381,000 9.71%
% of portfolio
0.11%
Previous 0.12%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$163.33 - $183.11 $58,798 - $65,919
360 Added 16.52%
2,539 $418,000
Q1 2024

May 13, 2024

BUY
$162.04 - $175.01 $32,894 - $35,527
203 Added 10.27%
2,179 $381,000
Q4 2023

Feb 09, 2024

SELL
$158.08 - $172.01 $63,864 - $69,492
-404 Reduced 16.97%
1,976 $335,000
Q2 2023

Aug 08, 2023

SELL
$180.11 - $196.12 $92,216 - $100,413
-512 Reduced 17.7%
2,380 $440,000
Q1 2023

May 11, 2023

BUY
$169.12 - $182.3 $4,735 - $5,104
28 Added 0.98%
2,892 $527,000
Q4 2022

Feb 14, 2023

SELL
$161.61 - $185.9 $19,716 - $22,679
-122 Reduced 4.09%
2,864 $517,000
Q3 2022

Jan 04, 2023

BUY
$163.26 - $180.4 $487,494 - $538,674
2,986 New
2,986 $488,000

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 $230B
  • 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 Balboa Wealth Partners Portfolio

Follow Balboa Wealth Partners 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 Balboa Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Balboa Wealth Partners with notifications on news.