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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
Q2 		$434K Buy
3,103
+772
+33% +$115K 0.06% 156
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atlas Legacy Advisors's PEP Position: Q2 2026 in Review

Atlas Legacy Advisors increased its PepsiCo (PEP) stake by 33% in Q2 2026, buying an estimated $115K and bringing the position to 3,103 shares worth $434K. The position accounts for 0.06% of the portfolio, ranked #156.

Atlas Legacy Advisors first reported a position in PEP in Q1 2025 and has held it in 6 quarters since. The position peaked at $476K in Q4 2025. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Atlas Legacy Advisors held 3,103 shares of PepsiCo worth $434K as of Q2 2026.
  • Atlas Legacy Advisors bought 772 PepsiCo shares in Q2 2026, an estimated $115K.
  • PepsiCo made up 0.06% of Atlas Legacy Advisors's portfolio in Q2 2026, its #156 holding.
  • Atlas Legacy Advisors first reported a position in PepsiCo in Q1 2025 and has held it in 6 quarters since.
  • Atlas Legacy Advisors's PepsiCo position peaked at $476K in Q4 2025.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.