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Legacy CG’s PepsiCo PEP Stock Holding History

Legacy CG’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 		$4.03M Buy
25,975
+765
+3% +$119K 1.12% 36
2025
Q4 		$3.62M Buy
25,210
+66
+0.3% +$9.7K 1.01% 41
2025
Q3 		$3.53M Buy
25,144
+14,510
+136% +$2.07M 0.99% 39
2025
Q2 		$1.4M Buy
+10,634
New +$1.43M 0.42% 46
2023
Q4 		– Sell
-21,804
Closed -$3.69M – 40
2023
Q3 		$3.69M Buy
21,804
+1,813
+9% +$329K 1.72% 25
2023
Q2 		$3.7M Buy
+19,991
New +$3.73M 1.71% 26
2022
Q3 		– Sell
-122
Closed -$20K – 102
2022
Q2 		$20K Buy
+122
New +$20.5K 0.01% 84
2022
Q1 		– Sell
-14,216
Closed -$2.47M – 67
2021
Q4 		$2.47M Buy
+14,216
New +$2.32M 1.49% 33

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 CG's PEP Position: Q1 2026 in Review

Legacy CG increased its PepsiCo (PEP) stake by 3% in Q1 2026, buying an estimated $119K and bringing the position to 25,975 shares worth $4.03M. The position accounts for 1.12% of the portfolio, ranked #36.

Legacy CG first reported a position in PEP in Q4 2021 and has held it in 8 quarters since. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Legacy CG held 25,975 shares of PepsiCo worth $4.03M as of Q1 2026.
  • Legacy CG bought 765 PepsiCo shares in Q1 2026, an estimated $119K.
  • PepsiCo made up 1.12% of Legacy CG's portfolio in Q1 2026, its #36 holding.
  • Legacy CG first reported a position in PepsiCo in Q4 2021 and has held it in 8 quarters since.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Legacy CG's 13F filing for Q1 2026, filed 5 May 2026.