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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Legacy Financial Group (Iowa)'s PEP Position: Q1 2026 in Review

Legacy Financial Group (Iowa) reduced its PepsiCo (PEP) stake by 4.3% in Q1 2026, selling an estimated $10.1K and leaving 1,449 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #112.

Legacy Financial Group (Iowa) first reported a position in PEP in Q3 2023 and has held it in 8 quarters since. The position peaked at $252K in Q4 2025. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Legacy Financial Group (Iowa) held 1,449 shares of PepsiCo worth $225K as of Q1 2026.
Legacy Financial Group (Iowa) sold 65 PepsiCo shares in Q1 2026, an estimated $10.1K.
PepsiCo made up 0.03% of Legacy Financial Group (Iowa)'s portfolio in Q1 2026, its #112 holding.
Legacy Financial Group (Iowa) first reported a position in PepsiCo in Q3 2023 and has held it in 8 quarters since.
Legacy Financial Group (Iowa)'s PepsiCo position peaked at $252K in Q4 2025.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.