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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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Legacy Wealth Asset Management's PEP Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its PepsiCo (PEP) stake by 0.1% in Q2 2026, buying an estimated $748 and bringing the position to 4,836 shares worth $655K. The position accounts for 0.14% of the portfolio, ranked #222.

Legacy Wealth Asset Management first reported a position in PEP in Q4 2020 and has held it in 23 quarters since. The position peaked at $985K in Q4 2021. 1,156 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Legacy Wealth Asset Management held 4,836 shares of PepsiCo worth $655K as of Q2 2026.
  • Legacy Wealth Asset Management bought 5 PepsiCo shares in Q2 2026, an estimated $748.
  • PepsiCo made up 0.14% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #222 holding.
  • Legacy Wealth Asset Management first reported a position in PepsiCo in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's PepsiCo position peaked at $985K in Q4 2021.
  • 1,156 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.