Legacy Financial Group (Iowa)’s PepsiCo PEP Stock Holding History

Legacy Financial Group (Iowa)’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	–	Sell	-1,449	Closed	-$225K	–	138
2026 Q1	$225K	Sell	1,449 -65	-4%	-$10.1K	0.03%	112
2025 Q4	$252K	Hold	1,514	–	–	0.03%	109
2025 Q3	$213K	Buy	+1,514	New	+$216K	0.03%	114
2025 Q2	–	Sell	-1,514	Closed	-$227K	–	115
2025 Q1	$227K	Buy	1,514 +71	+5%	+$10.6K	0.03%	101
2024 Q4	$219K	Buy	+1,443	New	+$236K	0.04%	103
2024 Q3	–	Sell	-1,418	Closed	-$234K	–	88
2024 Q2	$234K	Hold	1,418	–	–	0.05%	95
2024 Q1	$248K	Buy	+1,418	New	+$239K	0.05%	89
2023 Q4	–	Sell	-1,418	Closed	-$240K	–	375
2023 Q3	$240K	Buy	+1,418	New	+$258K	0.06%	84

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 Financial Group (Iowa)'s PEP Position: Q2 2026 in Review

Legacy Financial Group (Iowa) sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 1,449 shares — an estimated $225K sold.

Legacy Financial Group (Iowa) first reported a position in PEP in Q3 2023 and held it in 8 quarters. The position peaked at $252K in Q4 2025. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Legacy Financial Group (Iowa) reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
Legacy Financial Group (Iowa) sold 1,449 PepsiCo shares in Q2 2026, an estimated $225K.
Legacy Financial Group (Iowa) first reported a position in PepsiCo in Q3 2023 and held it in 8 quarters.
Legacy Financial Group (Iowa)'s PepsiCo position peaked at $252K in Q4 2025.
3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.