Legacy Financial Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.35M | Buy |
8,668
+130
| +2% | +$20.3K | 0.19% | 96 |
|
|
2025
Q4 | $1.23M | Buy |
8,538
+805
| +10% | +$118K | 0.17% | 110 |
|
|
2025
Q3 | $1.09M | Buy |
7,733
+2,552
| +49% | +$364K | 0.15% | 115 |
|
|
2025
Q2 | $684K | Sell |
5,181
-3,066
| -37% | -$413K | 0.11% | 169 |
|
|
2025
Q1 | $1.24M | Buy |
8,247
+262
| +3% | +$39K | 0.21% | 85 |
|
|
2024
Q4 | $1.21M | Sell |
7,985
-1,442
| -15% | -$236K | 0.2% | 80 |
|
|
2024
Q3 | $1.6M | Buy |
9,427
+364
| +4% | +$62.5K | 0.27% | 63 |
|
|
2024
Q2 | $1.49M | Sell |
9,063
-8
| -0.1% | -$1.38K | 0.27% | 63 |
|
|
2024
Q1 | $1.59M | Buy |
9,071
+530
| +6% | +$89.2K | 0.28% | 63 |
|
|
2023
Q4 | $1.45M | Sell |
8,541
-452
| -5% | -$75K | 0.28% | 59 |
|
|
2023
Q3 | $1.52M | Buy |
8,993
+413
| +5% | +$75K | 0.3% | 46 |
|
|
2023
Q2 | $1.59M | Buy |
8,580
+295
| +4% | +$55.1K | 0.3% | 46 |
|
|
2023
Q1 | $1.51M | Buy |
8,285
+11
| +0.1% | +$1.92K | 0.31% | 40 |
|
|
2022
Q4 | $1.49M | Buy |
8,274
+1,239
| +18% | +$221K | 0.32% | 31 |
|
|
2022
Q3 | $1.15M | Buy |
7,035
+413
| +6% | +$71.2K | 0.27% | 45 |
|
|
2022
Q2 | $1.1M | Buy |
6,622
+304
| +5% | +$51.2K | 0.27% | 38 |
|
|
2022
Q1 | $1.06M | Buy |
6,318
+180
| +3% | +$30.2K | 0.24% | 45 |
|
|
2021
Q4 | $1.07M | Buy |
6,138
+318
| +5% | +$51.9K | 0.24% | 44 |
|
|
2021
Q3 | $875K | Buy |
5,820
+830
| +17% | +$128K | 0.21% | 44 |
|
|
2021
Q2 | $739K | Buy |
4,990
+630
| +14% | +$91.8K | 0.19% | 47 |
|
|
2021
Q1 | $617K | Buy |
4,360
+300
| +7% | +$41.2K | 0.17% | 53 |
|
|
2020
Q4 | $602K | Sell |
4,060
-1,078
| -21% | -$153K | 0.17% | 54 |
|
|
2020
Q3 | $712K | Buy |
+5,138
| New | +$699K | 0.22% | 40 |
|
|
2020
Q1 | – | Sell |
-3,198
| Closed | -$437K | – | 107 |
|
|
2019
Q4 | $437K | Buy |
3,198
+10
| +0.3% | +$1.36K | 0.14% | 68 |
|
|
2019
Q3 | $437K | Sell |
3,188
-5
| -0.2% | -$664 | 0.15% | 70 |
|
|
2019
Q2 | $419K | Sell |
3,193
-8
| -0.2% | -$1.03K | 0.15% | 74 |
|
|
2019
Q1 | $392K | Buy |
3,201
+604
| +23% | +$68.8K | 0.13% | 73 |
|
|
2018
Q4 | $287K | Sell |
2,597
-19
| -0.7% | -$2.14K | 0.11% | 78 |
|
|
2018
Q3 | $292K | Sell |
2,616
-24
| -0.9% | -$2.72K | 0.11% | 81 |
|
|
2018
Q2 | $298K | Buy |
2,640
+211
| +9% | +$21.8K | 0.11% | 78 |
|
|
2018
Q1 | $265K | Sell |
2,429
-109
| -4% | -$12.4K | 0.11% | 85 |
|
|
2017
Q4 | $304K | Buy |
+2,538
| New | +$290K | 0.12% | 75 |
|
Other funds holding PEP
VCM
VPM
DAM
Legacy Financial Advisors's PEP Position: Q1 2026 in Review
Legacy Financial Advisors increased its PepsiCo (PEP) stake by 1.5% in Q1 2026, buying an estimated $20.3K and bringing the position to 8,668 shares worth $1.35M. The position accounts for 0.19% of the portfolio, ranked #96.
Legacy Financial Advisors first reported a position in PEP in Q4 2017 and has held it in 32 quarters since. The position peaked at $1.6M in Q3 2024. 3,535 funds tracked by Wall St. Rank hold PEP as of Q1 2026.
- Legacy Financial Advisors held 8,668 shares of PepsiCo worth $1.35M as of Q1 2026.
- Legacy Financial Advisors bought 130 PepsiCo shares in Q1 2026, an estimated $20.3K.
- PepsiCo made up 0.19% of Legacy Financial Advisors's portfolio in Q1 2026, its #96 holding.
- Legacy Financial Advisors first reported a position in PepsiCo in Q4 2017 and has held it in 32 quarters since.
- Legacy Financial Advisors's PepsiCo position peaked at $1.6M in Q3 2024.
- 3,535 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.
Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.