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Legacy Wealth Asset Management’s PepsiCo PEP Stock Holding History

Legacy Wealth Asset Management’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
Q3 		$1.23M Buy
9,711
+4,875
+101% +$672K 0.27% 106
2026
Q2 		$655K Buy
4,836
+5
+0.1% +$748 0.14% 222
2026
Q1 		$750K Buy
4,831
+52
+1% +$8.1K 0.18% 185
2025
Q4 		$686K Sell
4,779
-62
-1% -$9.11K 0.17% 190
2025
Q3 		$680K Buy
4,841
+742
+18% +$106K 0.17% 198
2025
Q2 		$541K Buy
4,099
+42
+1% +$5.66K 0.14% 234
2025
Q1 		$608K Buy
4,057
+29
+0.7% +$4.32K 0.17% 201
2024
Q4 		$612K Sell
4,028
-42
-1% -$6.88K 0.17% 194
2024
Q3 		$692K Sell
4,070
-2
-0% -$344 0.19% 174
2024
Q2 		$672K Sell
4,072
-16
-0.4% -$2.76K 0.19% 159
2024
Q1 		$715K Buy
4,088
+65
+2% +$10.9K 0.2% 149
2023
Q4 		$683K Buy
4,023
+14
+0.3% +$2.32K 0.22% 147
2023
Q3 		$679K Buy
4,009
+20
+0.5% +$3.63K 0.25% 124
2023
Q2 		$739K Sell
3,989
-1,210
-23% -$226K 0.26% 111
2023
Q1 		$948K Sell
5,199
-20
-0.4% -$3.5K 0.34% 81
2022
Q4 		$943K Buy
5,219
+44
+0.9% +$7.85K 0.36% 83
2022
Q3 		$845K Sell
5,175
-657
-11% -$113K 0.37% 85
2022
Q2 		$972K Buy
5,832
+12
+0.2% +$2.02K 0.39% 75
2022
Q1 		$974K Buy
5,820
+151
+3% +$25.4K 0.35% 107
2021
Q4 		$985K Buy
5,669
+359
+7% +$58.6K 0.33% 111
2021
Q3 		$799K Buy
5,310
+66
+1% +$10.2K 0.37% 107
2021
Q2 		$777K Buy
5,244
+173
+3% +$25.2K 0.35% 120
2021
Q1 		$717K Buy
5,071
+131
+3% +$18K 0.33% 123
2020
Q4 		$733K Buy
+4,940
New +$702K 0.37% 100

Other funds holding PEP

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Legacy Wealth Asset Management's PEP Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its PepsiCo (PEP) stake by 101% in Q3 2026, buying an estimated $672K and bringing the position to 9,711 shares worth $1.23M. The position accounts for 0.27% of the portfolio, ranked #106.

Legacy Wealth Asset Management first reported a position in PEP in Q4 2020 and has held it in 24 quarters since. 176 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Legacy Wealth Asset Management held 9,711 shares of PepsiCo worth $1.23M as of Q3 2026.
  • Legacy Wealth Asset Management bought 4,875 PepsiCo shares in Q3 2026, an estimated $672K.
  • PepsiCo made up 0.27% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #106 holding.
  • Legacy Wealth Asset Management first reported a position in PepsiCo in Q4 2020 and has held it in 24 quarters since.
  • 176 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.