LIS
PEP icon

Legacy Investment Solutions’s PepsiCo PEP Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$11.4K Buy
+86
New +$11.6K 0.01% 297
2024
Q4 		$12.4K Sell
86
-104
-55% -$17K 0.01% 255
2024
Q3 		$31.3K Buy
+190
New +$32.6K 0.02% 157

Other funds holding PEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Legacy Investment Solutions's PEP Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in PepsiCo (PEP) in Q2 2025: 86 shares worth $11.4K. The stake represents 0.01% of the portfolio and ranks #297 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in PEP as recently as Q4 2024.

Legacy Investment Solutions first reported a position in PEP in Q3 2024 and has held it in 3 quarters since. The position peaked at $31.3K in Q3 2024. 3,319 funds tracked by Wall St. Rank hold PEP as of Q2 2025.

  • Legacy Investment Solutions held 86 shares of PepsiCo worth $11.4K as of Q2 2025.
  • PepsiCo was a new Legacy Investment Solutions position in Q2 2025.
  • PepsiCo made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #297 holding.
  • Legacy Investment Solutions first reported a position in PepsiCo in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's PepsiCo position peaked at $31.3K in Q3 2024.
  • 3,319 funds tracked by Wall St. Rank held PepsiCo as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.