A detailed history of Holistic Planning, LLC transactions in Pepsico Inc stock. As of the latest transaction made, Holistic Planning, LLC holds 4,078 shares of PEP stock, worth $623,159. This represents 0.29% of its overall portfolio holdings.

Number of Shares
4,078
Previous 3,986 2.31%
Holding current value
$623,159
Previous $698 Million 0.6%
% of portfolio
0.29%
Previous 0.54%

Shares

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

Nov 01, 2024

BUY
$161.9 - $179.3 $14,894 - $16,495
92 Added 2.31%
4,078 $693 Million
Q1 2024

May 01, 2024

SELL
$162.04 - $175.01 $5,185 - $5,600
-32 Reduced 0.8%
3,986 $698 Million
Q4 2023

Feb 14, 2024

BUY
$158.08 - $172.01 $635,165 - $691,136
4,018 New
4,018 $682 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 $211B
  • 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 Holistic Planning, LLC Portfolio

Follow Holistic Planning, 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 Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.