Atlas Legacy Advisors’s PepsiCo PEP Stock Holding History

Atlas Legacy Advisors’s Portfolio PEP Stock Details PEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$362K	Sell	2,331 -953	-29%	-$149K	0.07%	152
2025 Q4	$476K	Buy	3,284 +89	+3%	+$13.1K	0.08%	137
2025 Q3	$449K	Buy	3,195 +1,202	+60%	+$172K	0.09%	133
2025 Q2	$263K	Buy	1,993 +566	+40%	+$76.2K	0.06%	158
2025 Q1	$214K	Buy	+1,427	New	+$212K	0.05%	166

Other funds holding PEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Atlas Legacy Advisors's PEP Position: Q1 2026 in Review

Atlas Legacy Advisors reduced its PepsiCo (PEP) stake by 29% in Q1 2026, selling an estimated $149K and leaving 2,331 shares worth $362K. The position accounts for 0.07% of the portfolio, ranked #152.

Atlas Legacy Advisors first reported a position in PEP in Q1 2025 and has held it in 5 quarters since. The position peaked at $476K in Q4 2025. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Atlas Legacy Advisors held 2,331 shares of PepsiCo worth $362K as of Q1 2026.
Atlas Legacy Advisors sold 953 PepsiCo shares in Q1 2026, an estimated $149K.
PepsiCo made up 0.07% of Atlas Legacy Advisors's portfolio in Q1 2026, its #152 holding.
Atlas Legacy Advisors first reported a position in PepsiCo in Q1 2025 and has held it in 5 quarters since.
Atlas Legacy Advisors's PepsiCo position peaked at $476K in Q4 2025.
3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Atlas Legacy Advisors's 13F filing for Q1 2026, filed 11 May 2026.