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 Q3	$428K	Sell	3,379 -138	-4%	-$19K	0.04%	158
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Legacy Edge Advisors's PEP Position: Q3 2026 in Review

Legacy Edge Advisors reduced its PepsiCo (PEP) stake by 3.9% in Q3 2026, selling an estimated $19K and leaving 3,379 shares worth $428K. The position accounts for 0.04% of the portfolio, ranked #158.

Legacy Edge Advisors first reported a position in PEP in Q4 2023 and has held it in 12 quarters since. The position peaked at $774K in Q4 2023. 2,351 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

Legacy Edge Advisors held 3,379 shares of PepsiCo worth $428K as of Q3 2026.
Legacy Edge Advisors sold 138 PepsiCo shares in Q3 2026, an estimated $19K.
PepsiCo made up 0.04% of Legacy Edge Advisors's portfolio in Q3 2026, its #158 holding.
Legacy Edge Advisors first reported a position in PepsiCo in Q4 2023 and has held it in 12 quarters since.
Legacy Edge Advisors's PepsiCo position peaked at $774K in Q4 2023.
2,351 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.