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Legacy Capital Group California’s PepsiCo PEP Stock Holding History

Legacy Capital Group California’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 		– Sell
-1,672
Closed -$240K – 342
2025
Q4 		$240K Buy
1,672
+6
+0.4% +$882 0.06% 312
2025
Q3 		$234K Buy
1,666
+90
+6% +$12.9K 0.06% 313
2025
Q2 		$208K Buy
1,576
+82
+5% +$11K 0.06% 322
2025
Q1 		$224K Buy
1,494
+123
+9% +$18.3K 0.08% 285
2024
Q4 		$209K Buy
1,371
+108
+9% +$17.7K 0.06% 312
2024
Q3 		$215K Buy
+1,263
New +$217K 0.07% 294
2023
Q4 		– Sell
-2,854
Closed -$483K – 299
2023
Q3 		$483K Buy
2,854
+88
+3% +$16K 0.21% 147
2023
Q2 		$512K Buy
2,766
+352
+15% +$65.7K 0.21% 148
2023
Q1 		$440K Buy
+2,414
New +$422K 0.21% 141

Other funds holding PEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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

Legacy Capital Group California's PEP Position: Q1 2026 in Review

Legacy Capital Group California sold out of PepsiCo (PEP) in Q1 2026, closing a stake of 1,672 shares — an estimated $240K sold.

Legacy Capital Group California first reported a position in PEP in Q1 2023 and held it in 9 quarters. The position peaked at $512K in Q2 2023. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Legacy Capital Group California reported no remaining PepsiCo position as of Q1 2026 after selling out during the quarter.
  • Legacy Capital Group California sold 1,672 PepsiCo shares in Q1 2026, an estimated $240K.
  • Legacy Capital Group California first reported a position in PepsiCo in Q1 2023 and held it in 9 quarters.
  • Legacy Capital Group California's PepsiCo position peaked at $512K in Q2 2023.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.