LEA
PEP icon

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 		$507K Buy
3,843
+322
+9% +$48.1K 0.07% 115
2026
Q1 		$547K Sell
3,521
-22
-0.6% -$3.43K 0.06% 124
2025
Q4 		$509K Buy
+3,543
New +$521K 0.06% 126

Other funds holding PEP

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Legacy Edge Advisors increased its PepsiCo (PEP) stake by 9.1% in Q2 2026, buying an estimated $48.1K and bringing the position to 3,843 shares worth $507K. The position accounts for 0.07% of the portfolio, ranked #115.

Legacy Edge Advisors first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $547K in Q1 2026. 2,415 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Legacy Edge Advisors held 3,843 shares of PepsiCo worth $507K as of Q2 2026.
  • Legacy Edge Advisors bought 322 PepsiCo shares in Q2 2026, an estimated $48.1K.
  • PepsiCo made up 0.07% of Legacy Edge Advisors's portfolio in Q2 2026, its #115 holding.
  • Legacy Edge Advisors first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's PepsiCo position peaked at $547K in Q1 2026.
  • 2,415 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.