Legacy Edge Advisors’s PepsiCo PEP Stock Holding History

Legacy Edge 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	$476K	Sell	3,517 -4	-0.1%	-$598	0.04%	142
2026 Q1	$547K	Sell	3,521 -22	-0.6%	-$3.43K	0.06%	124
2025 Q4	$509K	Sell	3,543 -99	-3%	-$14.5K	0.06%	126
2025 Q3	$512K	Sell	3,642 -201	-5%	-$28.7K	0.06%	123
2025 Q2	$507K	Sell	3,843 -82	-2%	-$11K	0.07%	115
2025 Q1	$589K	Buy	3,925 +649	+20%	+$96.6K	0.09%	97
2024 Q4	$497K	Sell	3,276 -2	-0.1%	-$328	0.08%	107
2024 Q3	$557K	Sell	3,278 -16	-0.5%	-$2.75K	0.09%	100
2024 Q2	$543K	Buy	3,294 +524	+19%	+$90.4K	0.1%	97
2024 Q1	$485K	Sell	2,770 -1,789	-39%	-$301K	0.1%	94
2023 Q4	$774K	Buy	+4,559	New	+$756K	0.18%	78

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Legacy Edge Advisors reduced its PepsiCo (PEP) stake by 0.11% in Q2 2026, selling an estimated $598 and leaving 3,517 shares worth $476K. The position accounts for 0.04% of the portfolio, ranked #142.

Legacy Edge Advisors first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $774K in Q4 2023. 3,420 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Legacy Edge Advisors held 3,517 shares of PepsiCo worth $476K as of Q2 2026.
Legacy Edge Advisors sold 4 PepsiCo shares in Q2 2026, an estimated $598.
PepsiCo made up 0.04% of Legacy Edge Advisors's portfolio in Q2 2026, its #142 holding.
Legacy Edge Advisors first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
Legacy Edge Advisors's PepsiCo position peaked at $774K in Q4 2023.
3,420 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.