FLFS
PEP icon

Family Legacy Financial Solutions’s PepsiCo PEP Stock Holding History

Family Legacy Financial Solutions’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
2025
Q4 		– Sell
-1,175
Closed -$165K – 173
2025
Q3 		$165K Sell
1,175
-757
-39% -$108K 0.13% 56
2025
Q2 		$255K Buy
+1,932
New +$260K 0.22% 47

Other funds holding PEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Family Legacy Financial Solutions's PEP Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of PepsiCo (PEP) in Q4 2025, closing a stake of 1,175 shares — an estimated $165K sold.

Family Legacy Financial Solutions first reported a position in PEP in Q2 2025 and held it in 2 quarters. The position peaked at $255K in Q2 2025. 3,508 funds tracked by Wall St. Rank hold PEP as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining PepsiCo position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 1,175 PepsiCo shares in Q4 2025, an estimated $165K.
  • Family Legacy Financial Solutions first reported a position in PepsiCo in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's PepsiCo position peaked at $255K in Q2 2025.
  • 3,508 funds tracked by Wall St. Rank held PepsiCo as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.