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Legacy Financial Independent Advisors’s PepsiCo PEP Stock Holding History

Legacy Financial Independent 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 		$239K Hold
1,764
– – 0.11% 104
2026
Q1 		$274K Buy
+1,764
New +$275K 0.14% 95

Other funds holding PEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Legacy Financial Independent Advisors's PEP Position: Q2 2026 in Review

Legacy Financial Independent Advisors held its PepsiCo (PEP) position steady in Q2 2026 at 1,764 shares worth $239K. The position accounts for 0.11% of the portfolio, ranked #104.

Legacy Financial Independent Advisors first reported a position in PEP in Q1 2026 and has held it in 2 quarters since. The position peaked at $274K in Q1 2026. 3,389 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Legacy Financial Independent Advisors held 1,764 shares of PepsiCo worth $239K as of Q2 2026.
  • Legacy Financial Independent Advisors left its PepsiCo share count unchanged in Q2 2026.
  • PepsiCo made up 0.11% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #104 holding.
  • Legacy Financial Independent Advisors first reported a position in PepsiCo in Q1 2026 and has held it in 2 quarters since.
  • Legacy Financial Independent Advisors's PepsiCo position peaked at $274K in Q1 2026.
  • 3,389 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.